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 | $107,108 | $105,126+1.9% | $94,646+13.2% | $139,434-23.2% |
| Participation rate | 38.5% | 82.4%-43.9pp | 80.8%-42.4pp | 80.3%-41.9pp |
| Annual return | 16.36% | 38.03%-21.7pp | 156.71%-140.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,651 | $4,106-59.8% | $3,672-55.0% | $4,751-65.2% |
| Participant deferral / active EE | $6,927 | $7,599-8.8% | $7,418-6.6% | $6,710+3.2% |
| Admin fee / account holder | $315 | $8,984-96.5% | $7,231-95.6% | $11,403-97.2% |