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 | $97,902 | $71,883+36.2% | $86,677+13.0% | $68,494+42.9% |
| Participation rate | 68.6% | 72.2%-3.6pp | 76.6%-7.9pp | 67.9%+0.7pp |
| Annual return | 8.05% | 3.52%+4.5pp | 35.91%-27.9pp | -7.84%+15.9pp |
| Employer contribution / active EE | $7,538 | $2,173+246.9% | $2,836+165.8% | $2,596+190.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,924 | $6,112+13.3% | $7,493-7.6% | $5,403+28.2% |