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 | $145,569 | $171,164-15.0% | $127,761+13.9% | $152,861-4.8% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.0%-12.3pp | 82.4%-15.8pp |
| Annual return | 103.60% | 23.54%+80.1pp | 26.14%+77.5pp | 345.32%-241.7pp |
| Employer contribution / active EE | $6,252 | $5,447+14.8% | $4,574+36.7% | $4,762+31.3% |
| Participant deferral / active EE | $6,252 | $7,038-11.2% | $6,021+3.8% | $5,850+6.9% |
| Admin fee / account holder | $66,501 | $14,530+357.7% | $9,395+607.8% | $11,596+473.5% |