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 | $100,091 | $107,334-6.7% | $92,893+7.7% | $152,861-34.5% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.4%-14.3pp |
| Annual return | 26.96% | 145.58%-118.6pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,679 | $4,221-60.2% | $3,653-54.0% | $4,762-64.7% |
| Participant deferral / active EE | $4,408 | $4,845-9.0% | $4,236+4.0% | $5,850-24.7% |
| Admin fee / account holder | $9,560 | $7,079+35.0% | $5,794+65.0% | $11,596-17.6% |