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 | $108,551 | $102,604+5.8% | $86,188+25.9% | $139,434-22.1% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 16.17% | 1922.51%-1906.3pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $945 | $3,032-68.8% | $2,380-60.3% | $4,751-80.1% |
| Participant deferral / active EE | $2,361 | $4,676-49.5% | $3,985-40.8% | $6,710-64.8% |
| Admin fee / account holder | $1,376 | $8,657-84.1% | $6,852-79.9% | $11,403-87.9% |