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 | $120,310 | $88,672+35.7% | $105,223+14.3% | $82,448+45.9% |
| Participation rate | 45.8% | 67.9%-22.1pp | 75.0%-29.2pp | 68.1%-22.2pp |
| Annual return | 17.33% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,274 | $3,048-25.4% | $3,689-38.3% | $2,551-10.8% |
| Participant deferral / active EE | $5,084 | $4,036+26.0% | $5,072+0.2% | $4,139+22.8% |
| Admin fee / account holder | $9,257 | $7,146+29.5% | $8,859+4.5% | $7,234+28.0% |