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 | $120,712 | $91,538+31.9% | $129,995-7.1% | $75,163+60.6% |
| Participation rate | 57.8% | 71.4%-13.6pp | 78.5%-20.7pp | 67.2%-9.4pp |
| Annual return | 19.06% | -631.11%+650.2pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,236 | $2,845-21.4% | $4,320-48.2% | $2,670-16.2% |
| Participant deferral / active EE | $7,538 | $4,341+73.6% | $5,820+29.5% | $4,125+82.7% |
| Admin fee / account holder | $11,144 | $6,790+64.1% | $10,614+5.0% | $5,651+97.2% |