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 | $93,554 | $71,057+31.7% | $93,654-0.1% | $80,874+15.7% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.6%-30.6pp |
| Annual return | 10.96% | 11.26%-0.3pp | 133.34%-122.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,057 | $1,564-32.4% | $2,421-56.3% | $2,756-61.6% |
| Participant deferral / active EE | $2,856 | $4,034-29.2% | $4,413-35.3% | $4,297-33.5% |
| Admin fee / account holder | $15,158 | $6,944+118.3% | $8,282+83.0% | $6,935+118.6% |