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 | $67,223 | $61,774+8.8% | $97,226-30.9% | $80,856-16.9% |
| Participation rate | 63.8% | 63.5%+0.3pp | 72.7%-8.9pp | 67.6%-3.8pp |
| Annual return | 15.43% | -557.90%+573.3pp | 75.13%-59.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,479 | $1,837+35.0% | $2,729-9.2% | $2,755-10.0% |
| Participant deferral / active EE | $4,424 | $3,029+46.0% | $4,264+3.7% | $4,296+3.0% |
| Admin fee / account holder | $1,995 | $5,166-61.4% | $5,654-64.7% | $6,918-71.2% |