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 | $82,640 | $98,750-16.3% | $149,696-44.8% | $79,858+3.5% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 18.52% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,280 | $3,216-29.1% | $4,644-50.9% | $2,471-7.7% |
| Participant deferral / active EE | $5,117 | $5,680-9.9% | $6,842-25.2% | $3,740+36.8% |
| Admin fee / account holder | $9,784 | $6,053+61.7% | $9,309+5.1% | $5,306+84.4% |