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 | $112,536 | $56,053+100.8% | $75,972+48.1% | $80,856+39.2% |
| Participation rate | 57.1% | 62.0%-4.9pp | 69.1%-11.9pp | 67.6%-10.5pp |
| Annual return | 15.94% | 20.53%-4.6pp | 359.55%-343.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,161 | $1,874-38.0% | $2,685-56.7% | $2,755-57.8% |
| Participant deferral / active EE | $2,458 | $3,052-19.4% | $4,255-42.2% | $4,296-42.8% |
| Admin fee / account holder | $9,350 | $5,234+78.7% | $6,467+44.6% | $6,918+35.2% |