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 | $84,241 | $81,208+3.7% | $98,907-14.8% | $79,858+5.5% |
| Participation rate | 63.5% | 72.5%-9.0pp | 76.0%-12.5pp | 69.6%-6.1pp |
| Annual return | 12.02% | 60.99%-49.0pp | 196.43%-184.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,162 | $1,960+10.3% | $2,689-19.6% | $2,471-12.5% |
| Participant deferral / active EE | $3,182 | $3,265-2.5% | $4,244-25.0% | $3,740-14.9% |
| Admin fee / account holder | $11,580 | $6,013+92.6% | $6,642+74.4% | $5,306+118.2% |