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 | $98,801 | $80,717+22.4% | $154,803-36.2% | $84,808+16.5% |
| Participation rate | 59.5% | 66.8%-7.4pp | 78.1%-18.6pp | 68.3%-8.9pp |
| Annual return | 14.44% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,933 | $2,761+6.2% | $4,305-31.9% | $2,631+11.5% |
| Participant deferral / active EE | $4,958 | $3,303+50.1% | $5,540-10.5% | $4,212+17.7% |
| Admin fee / account holder | $19,525 | $6,746+189.4% | $14,329+36.3% | $7,344+165.9% |