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 | $93,501 | $102,382-8.7% | $147,005-36.4% | $80,874+15.6% |
| Participation rate | 69.3% | 75.8%-6.5pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 18.05% | 134.89%-116.8pp | 418.76%-400.7pp | 35.62%-17.6pp |
| Employer contribution / active EE | $2,930 | $3,715-21.1% | $4,934-40.6% | $2,756+6.3% |
| Participant deferral / active EE | $6,542 | $6,646-1.6% | $8,070-18.9% | $4,297+52.2% |
| Admin fee / account holder | $13,366 | $7,942+68.3% | $13,006+2.8% | $6,935+92.7% |