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 | $74,427 | $57,354+29.8% | $83,848-11.2% | $64,186+16.0% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,186 | $2,545+25.2% | $3,631-12.3% | $2,381+33.8% |
| Participant deferral / active EE | $8,166 | $2,993+172.8% | $4,082+100.1% | $3,470+135.4% |
| Admin fee / account holder | $1,793 | $4,046-55.7% | $5,478-67.3% | $4,888-63.3% |