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 | $116,318 | $89,753+29.6% | $107,525+8.2% | $84,808+37.2% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 15.36% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,473 | $3,113-52.7% | $3,754-60.8% | $2,631-44.0% |
| Participant deferral / active EE | $5,402 | $4,056+33.2% | $5,116+5.6% | $4,212+28.3% |
| Admin fee / account holder | $3,627 | $7,222-49.8% | $8,919-59.3% | $7,344-50.6% |