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 | $89,753+34.0% | $107,525+11.9% | $84,808+41.9% |
| Participation rate | 45.8% | 68.1%-22.2pp | 75.1%-29.2pp | 68.3%-22.5pp |
| Annual return | 17.33% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,274 | $3,113-26.9% | $3,754-39.4% | $2,631-13.6% |
| Participant deferral / active EE | $5,084 | $4,056+25.3% | $5,116-0.6% | $4,212+20.7% |
| Admin fee / account holder | $9,257 | $7,222+28.2% | $8,919+3.8% | $7,344+26.1% |