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 | $97,792 | $87,841+11.3% | $133,980-27.0% | $62,891+55.5% |
| Participation rate | 69.0% | 83.4%-14.4pp | 87.1%-18.1pp | 69.3%-0.3pp |
| Annual return | 160.50% | 12.05%+148.4pp | 29.30%+131.2pp | 20.14%+140.4pp |
| Employer contribution / active EE | $4,308 | $3,483+23.7% | $5,211-17.3% | $2,281+88.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,047 | $5,371-24.7% | $9,324-56.6% | $4,296-5.8% |