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 | $149,639 | $157,256-4.8% | $141,162+6.0% | $152,861-2.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 17.73% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,409 | $5,261-54.2% | $4,735-49.1% | $4,762-49.4% |
| Participant deferral / active EE | $13,188 | $7,109+85.5% | $6,709+96.6% | $5,850+125.4% |
| Admin fee / account holder | $871 | $12,120-92.8% | $10,261-91.5% | $11,596-92.5% |