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 | $106,933 | $106,515+0.4% | $96,683+10.6% | $139,434-23.3% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 19.84% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,491 | $4,103-63.7% | $3,737-60.1% | $4,751-68.6% |
| Participant deferral / active EE | $6,996 | $5,454+28.3% | $4,878+43.4% | $6,710+4.3% |
| Admin fee / account holder | $711 | $7,877-91.0% | $6,730-89.4% | $11,403-93.8% |