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 | $107,628 | $96,635+11.4% | $86,612+24.3% | $139,434-22.8% |
| Participation rate | 61.9% | 74.4%-12.5pp | 71.7%-9.8pp | 80.3%-18.4pp |
| Annual return | 12.49% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,219 | $3,263+59.9% | $3,022+72.7% | $4,751+9.9% |
| Participant deferral / active EE | $8,728 | $4,836+80.5% | $4,438+96.7% | $6,710+30.1% |
| Admin fee / account holder | $44,987 | $6,408+602.1% | $5,614+701.3% | $11,403+294.5% |