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 | $88,672+12.7% | $105,223-5.1% | $82,448+21.2% |
| Participation rate | 59.7% | 67.9%-8.2pp | 75.0%-15.4pp | 68.1%-8.4pp |
| Annual return | 19.21% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,761 | $3,048+23.4% | $3,689+2.0% | $2,551+47.5% |
| Participant deferral / active EE | $8,073 | $4,036+100.0% | $5,072+59.2% | $4,139+95.0% |
| Admin fee / account holder | $1,492 | $7,146-79.1% | $8,859-83.2% | $7,234-79.4% |