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 | $83,422 | $99,652-16.3% | $78,778+5.9% | $147,584-43.5% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.2%-4.5pp | 82.8%-18.1pp |
| Annual return | 7.65% | 47.28%-39.6pp | 35.62%-28.0pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,024 | $2,796-27.6% | $1,986+1.9% | $4,876-58.5% |
| Participant deferral / active EE | $8,096 | $3,664+121.0% | $2,958+173.7% | $5,439+48.9% |
| Admin fee / account holder | $8,240 | $7,155+15.2% | $5,134+60.5% | $10,885-24.3% |