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 | $109,181 | $88,672+23.1% | $105,223+3.8% | $82,448+32.4% |
| Participation rate | 63.9% | 67.9%-4.0pp | 75.0%-11.2pp | 68.1%-4.2pp |
| Annual return | 14.38% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,298 | $3,048-24.6% | $3,689-37.7% | $2,551-9.9% |
| Participant deferral / active EE | $5,126 | $4,036+27.0% | $5,072+1.1% | $4,139+23.8% |
| Admin fee / account holder | $810 | $7,146-88.7% | $8,859-90.9% | $7,234-88.8% |