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 | $95,278 | $102,317-6.9% | $146,958-35.2% | $80,856+17.8% |
| Participation rate | 54.4% | 75.8%-21.4pp | 82.2%-27.7pp | 67.6%-13.2pp |
| Annual return | 19.16% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,829 | $3,713-23.8% | $4,933-42.7% | $2,755+2.7% |
| Participant deferral / active EE | $6,157 | $6,644-7.3% | $8,070-23.7% | $4,296+43.3% |
| Admin fee / account holder | $8,299 | $7,941+4.5% | $12,998-36.2% | $6,918+20.0% |