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 | $88,651 | $98,750-10.2% | $149,696-40.8% | $79,858+11.0% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.5pp | 69.6%-3.6pp |
| Annual return | 17.75% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,442 | $3,216+7.0% | $4,644-25.9% | $2,471+39.3% |
| Participant deferral / active EE | $6,629 | $5,680+16.7% | $6,842-3.1% | $3,740+77.3% |
| Admin fee / account holder | $4,801 | $6,053-20.7% | $9,309-48.4% | $5,306-9.5% |