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 | $69,849 | $98,750-29.3% | $149,696-53.3% | $79,858-12.5% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.5%-20.3pp | 69.6%-7.5pp |
| Annual return | 16.12% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,713 | $3,216-46.7% | $4,644-63.1% | $2,471-30.7% |
| Participant deferral / active EE | $4,100 | $5,680-27.8% | $6,842-40.1% | $3,740+9.6% |
| Admin fee / account holder | $12,719 | $6,053+110.1% | $9,309+36.6% | $5,306+139.7% |