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 | $89,652 | $97,125-7.7% | $86,233+4.0% | $137,256-34.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 12.31% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,987 | $2,841+40.3% | $2,504+59.2% | $4,156-4.1% |
| Participant deferral / active EE | $7,572 | $5,180+46.2% | $4,559+66.1% | $6,407+18.2% |
| Admin fee / account holder | $52,279 | $9,725+437.6% | $8,342+526.7% | $12,270+326.1% |