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 | $94,755 | $99,652-4.9% | $78,778+20.3% | $147,584-35.8% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.2%-1.0pp | 82.8%-14.6pp |
| Annual return | 24.28% | 47.28%-23.0pp | 35.62%-11.3pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,022 | $2,796-63.4% | $1,986-48.5% | $4,876-79.0% |
| Participant deferral / active EE | $2,880 | $3,664-21.4% | $2,958-2.6% | $5,439-47.0% |
| Admin fee / account holder | $7,398 | $7,155+3.4% | $5,134+44.1% | $10,885-32.0% |