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 | $70,811 | $49,227+43.8% | $70,449+0.5% | $79,858-11.3% |
| Participation rate | 56.5% | 69.2%-12.6pp | 75.1%-18.5pp | 69.6%-13.1pp |
| Annual return | 11.16% | 30.06%-18.9pp | 109.03%-97.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,333 | $2,099-36.5% | $2,737-51.3% | $2,471-46.0% |
| Participant deferral / active EE | $3,283 | $2,768+18.6% | $3,709-11.5% | $3,740-12.2% |
| Admin fee / account holder | $24,885 | $2,878+764.6% | $3,845+547.2% | $5,306+369.0% |