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 | $118,587 | $117,841+0.6% | $102,423+15.8% | $145,922-18.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.75% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,882 | $3,615-47.9% | $3,023-37.8% | $4,660-59.6% |
| Participant deferral / active EE | $7,012 | $5,731+22.4% | $5,053+38.8% | $6,688+4.8% |
| Admin fee / account holder | $1,098 | $13,326-91.8% | $9,451-88.4% | $13,397-91.8% |