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 | $103,194 | $93,346+10.5% | $71,796+43.7% | $273,961-62.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 10.29% | 130.39%-120.1pp | 78.04%-67.7pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,743 | $2,733+0.4% | $1,924+42.6% | $4,869-43.7% |
| Participant deferral / active EE | $7,179 | $3,475+106.6% | $2,794+156.9% | $5,287+35.8% |
| Admin fee / account holder | $8,254 | $6,571+25.6% | $4,815+71.4% | $10,132-18.5% |