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 | $64,258 | $64,839-0.9% | $95,585-32.8% | $84,808-24.2% |
| Participation rate | 64.7% | 63.8%+0.9pp | 72.1%-7.4pp | 68.3%-3.6pp |
| Annual return | 14.33% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,868 | $1,759+63.0% | $2,527+13.5% | $2,631+9.0% |
| Participant deferral / active EE | $5,682 | $2,965+91.6% | $4,023+41.2% | $4,212+34.9% |
| Admin fee / account holder | $23,530 | $5,964+294.5% | $6,127+284.0% | $7,344+220.4% |