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 | $129,797 | $162,781-20.3% | $133,956-3.1% | $158,922-18.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 10.64% | 41.94%-31.3pp | 45.09%-34.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,675 | $4,975-66.3% | $3,919-57.3% | $4,761-64.8% |
| Participant deferral / active EE | $13,900 | $5,911+135.2% | $5,048+175.4% | $5,982+132.4% |
| Admin fee / account holder | $132,720 | $11,736+1030.8% | $8,927+1386.7% | $11,246+1080.2% |