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 | $100,005 | $61,272+63.2% | $149,673-33.2% | $71,457+40.0% |
| Participation rate | 47.6% | 62.5%-14.9pp | 78.8%-31.2pp | 67.9%-20.3pp |
| Annual return | 28.37% | 35.85%-7.5pp | 134.42%-106.1pp | 28.85%-0.5pp |
| Employer contribution / active EE | $1,376 | $2,378-42.1% | $4,818-71.4% | $2,588-46.8% |
| Participant deferral / active EE | $2,788 | $2,917-4.4% | $5,680-50.9% | $4,289-35.0% |
| Admin fee / account holder | $3,641 | $1,261+188.7% | $13,210-72.4% | $1,587+129.4% |