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 | $100,955 | $99,652+1.3% | $78,778+28.2% | $147,584-31.6% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.2%-4.0pp | 82.8%-17.6pp |
| Annual return | 14.97% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,512 | $2,796-45.9% | $1,986-23.8% | $4,876-69.0% |
| Participant deferral / active EE | $2,166 | $3,664-40.9% | $2,958-26.8% | $5,439-60.2% |
| Admin fee / account holder | $5,068 | $7,155-29.2% | $5,134-1.3% | $10,885-53.4% |