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 | $99,647 | $101,069-1.4% | $81,478+22.3% | $147,584-32.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 23.52% | 32.40%-8.9pp | 38.78%-15.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,427 | $3,205-24.3% | $2,568-5.5% | $4,876-50.2% |
| Participant deferral / active EE | $7,944 | $4,242+87.3% | $3,537+124.6% | $5,439+46.1% |
| Admin fee / account holder | $4,091 | $5,812-29.6% | $4,561-10.3% | $10,885-62.4% |