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 | $124,956 | $63,703+96.2% | $93,063+34.3% | $82,448+51.6% |
| Participation rate | 64.2% | 63.8%+0.3pp | 72.1%-7.9pp | 68.1%-3.9pp |
| Annual return | 15.06% | -775.43%+790.5pp | 34.15%-19.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,087 | $1,729+20.7% | $2,476-15.7% | $2,551-18.2% |
| Participant deferral / active EE | $5,274 | $2,919+80.7% | $3,958+33.2% | $4,139+27.4% |
| Admin fee / account holder | $10,881 | $5,982+81.9% | $6,033+80.3% | $7,234+50.4% |