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 | $101,013 | $105,998-4.7% | $92,233+9.5% | $147,584-31.6% |
| Participation rate | 65.2% | 80.4%-15.2pp | 76.5%-11.3pp | 82.8%-17.6pp |
| Annual return | 19.22% | 50.05%-30.8pp | 176.28%-157.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,671 | $4,333-38.3% | $3,679-27.4% | $4,876-45.2% |
| Participant deferral / active EE | $7,718 | $4,478+72.4% | $3,897+98.1% | $5,439+41.9% |
| Admin fee / account holder | $17,439 | $6,332+175.4% | $5,194+235.8% | $10,885+60.2% |