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 | $91,438 | $107,015-14.6% | $73,545+24.3% | $147,584-38.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 19.93% | 38.25%-18.3pp | -15.16%+35.1pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,990 | $1,760+69.9% | $1,219+145.3% | $4,876-38.7% |
| Participant deferral / active EE | $3,737 | $2,462+51.8% | $1,806+106.9% | $5,439-31.3% |
| Admin fee / account holder | $814 | $3,055-73.4% | $2,320-64.9% | $10,885-92.5% |