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 | $91,660 | $98,750-7.2% | $149,696-38.8% | $79,858+14.8% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,516 | $3,216+9.3% | $4,644-24.3% | $2,471+42.3% |
| Participant deferral / active EE | $7,511 | $5,680+32.2% | $6,842+9.8% | $3,740+100.8% |
| Admin fee / account holder | $5,189 | $6,053-14.3% | $9,309-44.3% | $5,306-2.2% |