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 | $59,257 | $118,427-50.0% | $66,042-10.3% | $142,382-58.4% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 9.07% | 35.57%-26.5pp | 52.11%-43.0pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,157 | $2,570+22.9% | $1,579+99.9% | $4,299-26.6% |
| Participant deferral / active EE | $6,165 | $4,311+43.0% | $2,835+117.4% | $6,507-5.3% |
| Admin fee / account holder | $64,602 | $9,593+573.4% | $5,747+1024.2% | $12,624+411.8% |