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 | $103,698 | $102,317+1.3% | $146,958-29.4% | $80,856+28.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 12.66% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,372 | $3,713-36.1% | $4,933-51.9% | $2,755-13.9% |
| Participant deferral / active EE | $5,474 | $6,644-17.6% | $8,070-32.2% | $4,296+27.4% |
| Admin fee / account holder | $8,494 | $7,941+7.0% | $12,998-34.7% | $6,918+22.8% |