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 | $86,534 | $78,705+9.9% | $117,854-26.6% | $70,131+23.4% |
| Participation rate | 58.6% | 73.2%-14.6pp | 79.7%-21.0pp | 69.5%-10.9pp |
| Annual return | 17.56% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,395 | $2,223+7.7% | $3,786-36.7% | $2,342+2.2% |
| Participant deferral / active EE | $4,117 | $3,297+24.9% | $4,482-8.1% | $3,332+23.6% |
| Admin fee / account holder | $9,562 | $5,065+88.8% | $8,020+19.2% | $4,645+105.8% |