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 | $108,717 | $72,071+50.8% | $68,368+59.0% | $137,256-20.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.36% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,635 | $2,788-41.4% | $2,649-38.3% | $4,156-60.7% |
| Participant deferral / active EE | $3,268 | $4,410-25.9% | $4,123-20.7% | $6,407-49.0% |
| Admin fee / account holder | $140,091 | $5,336+2525.6% | $5,150+2620.3% | $12,270+1041.7% |