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 | $111,923 | $102,317+9.4% | $146,958-23.8% | $80,856+38.4% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.2%-17.2pp | 67.6%-2.7pp |
| Annual return | 14.35% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,269 | $3,713-38.9% | $4,933-54.0% | $2,755-17.6% |
| Participant deferral / active EE | $4,876 | $6,644-26.6% | $8,070-39.6% | $4,296+13.5% |
| Admin fee / account holder | $1,202 | $7,941-84.9% | $12,998-90.8% | $6,918-82.6% |