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 | $119,939 | $100,754+19.0% | $86,677+38.4% | $134,475-10.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -10.54% | 29.04%-39.6pp | 35.91%-46.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,839 | $3,489-18.6% | $2,836+0.1% | $4,740-40.1% |
| Participant deferral / active EE | $9,042 | $5,338+69.4% | $4,656+94.2% | $6,400+41.3% |
| Admin fee / account holder | $2,271 | $10,926-79.2% | $7,493-69.7% | $11,426-80.1% |