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 | $113,072 | $115,770-2.3% | $101,248+11.7% | $158,922-28.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.60% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,582 | $4,175-38.1% | $3,660-29.4% | $4,761-45.8% |
| Participant deferral / active EE | $5,018 | $4,957+1.2% | $4,370+14.8% | $5,982-16.1% |
| Admin fee / account holder | $467 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |