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 | $68,662 | $69,207-0.8% | $64,056+7.2% | $139,434-50.8% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 20.97% | 45.88%-24.9pp | 33.69%-12.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,973 | $3,182+24.8% | $2,747+44.6% | $4,751-16.4% |
| Participant deferral / active EE | $4,562 | $4,682-2.6% | $3,880+17.6% | $6,710-32.0% |
| Admin fee / account holder | $979 | $4,244-76.9% | $3,068-68.1% | $11,403-91.4% |