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 | $121,143 | $89,753+35.0% | $107,525+12.7% | $84,808+42.8% |
| Participation rate | 48.6% | 68.1%-19.4pp | 75.1%-26.4pp | 68.3%-19.7pp |
| Annual return | 21.00% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,052 | $3,113-34.1% | $3,754-45.3% | $2,631-22.0% |
| Participant deferral / active EE | $4,966 | $4,056+22.4% | $5,116-2.9% | $4,212+17.9% |
| Admin fee / account holder | $9,132 | $7,222+26.4% | $8,919+2.4% | $7,344+24.3% |