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 8-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 | $84,749 | $98,750-14.2% | $149,696-43.4% | $79,858+6.1% |
| Participation rate | 56.2% | 75.8%-19.6pp | 82.5%-26.3pp | 69.6%-13.5pp |
| Annual return | 13.50% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,189 | $3,216-31.9% | $4,644-52.9% | $2,471-11.4% |
| Participant deferral / active EE | $3,788 | $5,680-33.3% | $6,842-44.6% | $3,740+1.3% |
| Admin fee / account holder | $6,105 | $6,053+0.9% | $9,309-34.4% | $5,306+15.0% |