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 | $109,873 | $95,971+14.5% | $74,550+47.4% | $135,375-18.8% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -1.36% | 56.96%-58.3pp | 32.53%-33.9pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,414 | $2,716-47.9% | $1,961-27.9% | $4,779-70.4% |
| Participant deferral / active EE | $7,266 | $3,843+89.1% | $3,108+133.8% | $5,609+29.6% |
| Admin fee / account holder | $12,197 | $6,522+87.0% | $5,060+141.1% | $10,827+12.6% |