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 | $95,853 | $94,625+1.3% | $116,228-17.5% | $84,808+13.0% |
| Participation rate | 47.4% | 70.4%-23.1pp | 74.6%-27.2pp | 68.3%-20.9pp |
| Annual return | 18.05% | 20.40%-2.4pp | 90.06%-72.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,589 | $2,347-32.3% | $2,994-47.0% | $2,631-39.6% |
| Participant deferral / active EE | $3,105 | $3,972-21.8% | $4,953-37.3% | $4,212-26.3% |
| Admin fee / account holder | $30,494 | $10,091+202.2% | $11,989+154.4% | $7,344+315.2% |