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 | $118,069 | $111,814+5.6% | $93,654+26.1% | $145,959-19.1% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 8.03% | 203.30%-195.3pp | 133.34%-125.3pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,865 | $3,092-7.3% | $2,421+18.3% | $4,661-38.5% |
| Participant deferral / active EE | $7,509 | $4,914+52.8% | $4,413+70.2% | $6,689+12.3% |
| Admin fee / account holder | $54,754 | $10,246+434.4% | $8,282+561.1% | $13,398+308.7% |