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 | $96,057 | $77,813+23.4% | $123,544-22.2% | $64,186+49.7% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.3pp | 69.6%-0.6pp |
| Annual return | -8.07% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,621 | $3,014-13.0% | $4,628-43.4% | $2,381+10.1% |
| Participant deferral / active EE | $5,982 | $5,240+14.2% | $6,426-6.9% | $3,470+72.4% |
| Admin fee / account holder | $15,437 | $5,519+179.7% | $9,284+66.3% | $4,888+215.8% |