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 | $102,582 | $152,587-32.8% | $125,175-18.0% | $152,861-32.9% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 13.77% | 54.84%-41.1pp | 43.79%-30.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,746 | $4,946-44.5% | $3,865-29.0% | $4,762-42.3% |
| Participant deferral / active EE | $7,323 | $5,868+24.8% | $4,937+48.3% | $5,850+25.2% |
| Admin fee / account holder | $20,679 | $13,434+53.9% | $9,702+113.1% | $11,596+78.3% |