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 | $100,773-11.0% | $88,946+0.8% | $142,382-37.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 12.31% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,987 | $2,918+36.7% | $2,555+56.0% | $4,299-7.3% |
| Participant deferral / active EE | $7,572 | $5,230+44.8% | $4,581+65.3% | $6,507+16.4% |
| Admin fee / account holder | $52,279 | $9,693+439.4% | $8,261+532.9% | $12,624+314.1% |