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 | $97,396 | $102,317-4.8% | $146,958-33.7% | $80,856+20.5% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 17.41% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,489 | $3,713-6.0% | $4,933-29.3% | $2,755+26.6% |
| Participant deferral / active EE | $10,118 | $6,644+52.3% | $8,070+25.4% | $4,296+135.5% |
| Admin fee / account holder | $25,094 | $7,941+216.0% | $12,998+93.1% | $6,918+262.7% |