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 | $99,909 | $89,753+11.3% | $107,525-7.1% | $84,808+17.8% |
| Participation rate | 59.7% | 68.1%-8.4pp | 75.1%-15.4pp | 68.3%-8.6pp |
| Annual return | 19.21% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,761 | $3,113+20.8% | $3,754+0.2% | $2,631+43.0% |
| Participant deferral / active EE | $8,073 | $4,056+99.0% | $5,116+57.8% | $4,212+91.7% |
| Admin fee / account holder | $1,492 | $7,222-79.3% | $8,919-83.3% | $7,344-79.7% |