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 3-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 | $107,124 | $102,382+4.6% | $147,005-27.1% | $80,874+32.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 25.17% | 134.89%-109.7pp | 418.76%-393.6pp | 35.62%-10.5pp |
| Employer contribution / active EE | $3,385 | $3,715-8.9% | $4,934-31.4% | $2,756+22.8% |
| Participant deferral / active EE | $8,483 | $6,646+27.6% | $8,070+5.1% | $4,297+97.4% |
| Admin fee / account holder | $7,980 | $7,942+0.5% | $13,006-38.6% | $6,935+15.1% |