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 | $106,555 | $89,753+18.7% | $107,525-0.9% | $84,808+25.6% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 17.01% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,719 | $3,113-44.8% | $3,754-54.2% | $2,631-34.7% |
| Participant deferral / active EE | $5,332 | $4,056+31.5% | $5,116+4.2% | $4,212+26.6% |
| Admin fee / account holder | $787 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |