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 | $145,385 | $105,931+37.2% | $81,930+77.5% | $158,922-8.5% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 6.91% | 38.17%-31.3pp | 29.49%-22.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,078 | $7,800-60.5% | $4,310-28.6% | $4,761-35.4% |
| Participant deferral / active EE | $4,600 | $13,003-64.6% | $7,107-35.3% | $5,982-23.1% |
| Admin fee / account holder | $7,821 | $8,489-7.9% | $5,158+51.6% | $11,246-30.5% |