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 | $106,315 | $96,635+10.0% | $86,612+22.7% | $139,434-23.8% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 12.56% | 106.41%-93.9pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,542 | $3,263-22.1% | $3,022-15.9% | $4,751-46.5% |
| Participant deferral / active EE | $5,793 | $4,836+19.8% | $4,438+30.5% | $6,710-13.7% |
| Admin fee / account holder | $1,070 | $6,408-83.3% | $5,614-80.9% | $11,403-90.6% |