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 | $112,953 | $102,317+10.4% | $146,958-23.1% | $80,856+39.7% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.2%-23.6pp | 67.6%-9.1pp |
| Annual return | 14.03% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,664 | $3,713-28.2% | $4,933-46.0% | $2,755-3.3% |
| Participant deferral / active EE | $6,473 | $6,644-2.6% | $8,070-19.8% | $4,296+50.7% |
| Admin fee / account holder | $3,821 | $7,941-51.9% | $12,998-70.6% | $6,918-44.8% |