See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,850 | $100,041+0.8% | $149,718-32.6% | $70,131+43.8% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.1%-21.4pp | 69.5%-3.9pp |
| Annual return | 21.88% | 27.43%-5.5pp | 1501.63%-1479.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $5,833 | $3,662+59.3% | $5,445+7.1% | $2,342+149.0% |
| Participant deferral / active EE | $10,375 | $4,983+108.2% | $6,569+57.9% | $3,332+211.4% |
| Admin fee / account holder | $690 | $8,286-91.7% | $11,283-93.9% | $4,645-85.1% |