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 | $111,587 | $91,037+22.6% | $71,671+55.7% | $147,584-24.4% |
| Participation rate | 62.5% | 76.1%-13.6pp | 68.7%-6.2pp | 82.8%-20.3pp |
| Annual return | 10.38% | 20.48%-10.1pp | 20.65%-10.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $4,017 | $3,327+20.7% | $2,460+63.3% | $4,876-17.6% |
| Participant deferral / active EE | $6,582 | $4,498+46.3% | $3,438+91.4% | $5,439+21.0% |
| Admin fee / account holder | $57,875 | $8,613+572.0% | $5,558+941.2% | $10,885+431.7% |