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 | $93,188 | $77,899+19.6% | $149,673-37.7% | $75,163+24.0% |
| Participation rate | 53.7% | 65.6%-11.9pp | 78.8%-25.1pp | 67.2%-13.5pp |
| Annual return | 17.04% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,473 | $3,137-21.2% | $4,818-48.7% | $2,670-7.4% |
| Participant deferral / active EE | $3,037 | $3,411-11.0% | $5,680-46.5% | $4,125-26.4% |
| Admin fee / account holder | $7,444 | $5,956+25.0% | $13,210-43.6% | $5,651+31.7% |