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 | $130,593 | $117,859+10.8% | $102,438+27.5% | $145,959-10.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.70% | 31.72%-19.0pp | 29.37%-16.7pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,741 | $3,615-24.2% | $3,024-9.3% | $4,661-41.2% |
| Participant deferral / active EE | $6,835 | $5,732+19.2% | $5,054+35.3% | $6,689+2.2% |
| Admin fee / account holder | $34,479 | $13,318+158.9% | $9,448+264.9% | $13,398+157.3% |