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 | $115,220 | $89,355+28.9% | $141,162-18.4% | $72,985+57.9% |
| Participation rate | 62.9% | 75.1%-12.3pp | 82.5%-19.6pp | 69.5%-6.6pp |
| Annual return | 22.27% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,554 | $3,114-50.1% | $4,735-67.2% | $2,440-36.3% |
| Participant deferral / active EE | $5,993 | $5,418+10.6% | $6,709-10.7% | $3,607+66.1% |
| Admin fee / account holder | $13,335 | $5,958+123.8% | $10,261+30.0% | $5,124+160.2% |