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 | $100,391 | $89,753+11.9% | $107,525-6.6% | $84,808+18.4% |
| Participation rate | 68.8% | 68.1%+0.8pp | 75.1%-6.2pp | 68.3%+0.5pp |
| Annual return | 15.46% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,894 | $3,113-39.2% | $3,754-49.5% | $2,631-28.0% |
| Participant deferral / active EE | $4,223 | $4,056+4.1% | $5,116-17.4% | $4,212+0.3% |
| Admin fee / account holder | $10,383 | $7,222+43.8% | $8,919+16.4% | $7,344+41.4% |