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 | $36,367 | $96,137-62.2% | $136,007-73.3% | $80,874-55.0% |
| Participation rate | 53.3% | 71.2%-17.9pp | 76.5%-23.1pp | 67.6%-14.3pp |
| Annual return | 12.82% | 28.70%-15.9pp | 579.32%-566.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,451 | $3,350-26.8% | $4,215-41.8% | $2,756-11.1% |
| Participant deferral / active EE | $6,006 | $5,706+5.3% | $7,024-14.5% | $4,297+39.8% |
| Admin fee / account holder | $10,934 | $8,236+32.8% | $6,858+59.4% | $6,935+57.7% |