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 | $107,592 | $115,770-7.1% | $101,248+6.3% | $158,922-32.3% |
| Participation rate | 52.6% | 79.4%-26.7pp | 75.8%-23.2pp | 82.0%-29.3pp |
| Annual return | 40.91% | 56.14%-15.2pp | 46.47%-5.6pp | 302.83%-261.9pp |
| Employer contribution / active EE | $1,976 | $4,175-52.7% | $3,660-46.0% | $4,761-58.5% |
| Participant deferral / active EE | $4,488 | $4,957-9.5% | $4,370+2.7% | $5,982-25.0% |
| Admin fee / account holder | $9,073 | $7,245+25.2% | $5,945+52.6% | $11,246-19.3% |