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 | $87,747 | $83,902+4.6% | $167,512-47.6% | $84,808+3.5% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.1%-13.1pp | 68.3%-4.3pp |
| Annual return | 16.26% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,868 | $2,264+70.9% | $3,882-0.3% | $2,631+47.0% |
| Participant deferral / active EE | $4,132 | $4,442-7.0% | $6,405-35.5% | $4,212-1.9% |
| Admin fee / account holder | $4,710 | $7,915-40.5% | $9,769-51.8% | $7,344-35.9% |