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 | $180,828 | $168,632+7.2% | $147,614+22.5% | $125,391+44.2% |
| Participation rate | 68.4% | 88.8%-20.3pp | 84.6%-16.2pp | 83.2%-14.8pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $4,896 | $6,252-21.7% | $5,564-12.0% | $4,866+0.6% |
| Participant deferral / active EE | $3,088 | $5,507-43.9% | $4,895-36.9% | $5,352-42.3% |
| Admin fee / account holder | $6,963 | $13,580-48.7% | $11,611-40.0% | $9,540-27.0% |