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 | $106,737 | $88,672+20.4% | $105,223+1.4% | $82,448+29.5% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.6pp |
| Annual return | 16.32% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,876 | $3,048-5.6% | $3,689-22.0% | $2,551+12.7% |
| Participant deferral / active EE | $7,278 | $4,036+80.3% | $5,072+43.5% | $4,139+75.8% |
| Admin fee / account holder | $9,749 | $7,146+36.4% | $8,859+10.0% | $7,234+34.8% |