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 | $138,006 | $71,050+94.2% | $93,606+47.4% | $80,856+70.7% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.6%-9.9pp |
| Annual return | 10.63% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,111 | $1,564+35.0% | $2,420-12.8% | $2,755-23.4% |
| Participant deferral / active EE | $3,737 | $4,034-7.4% | $4,411-15.3% | $4,296-13.0% |
| Admin fee / account holder | $40,137 | $6,945+477.9% | $8,285+384.4% | $6,918+480.2% |