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 | $118,042 | $100,754+17.2% | $86,677+36.2% | $134,475-12.2% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.3pp | 81.2%-12.0pp |
| Annual return | -14.91% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,122 | $3,489+75.4% | $2,836+115.8% | $4,740+29.2% |
| Participant deferral / active EE | $10,650 | $5,338+99.5% | $4,656+128.8% | $6,400+66.4% |
| Admin fee / account holder | $30,883 | $10,926+182.7% | $7,493+312.1% | $11,426+170.3% |