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 | $45,289 | $63,346-28.5% | $92,233-50.9% | $70,131-35.4% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 16.40% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,001 | $2,471-19.0% | $3,679-45.6% | $2,342-14.6% |
| Participant deferral / active EE | $4,209 | $2,854+47.5% | $3,897+8.0% | $3,332+26.3% |
| Admin fee / account holder | $20,002 | $3,840+420.9% | $5,194+285.1% | $4,645+330.6% |