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 | $69,533 | $71,050-2.1% | $93,606-25.7% | $80,856-14.0% |
| Participation rate | 15.8% | 60.4%-44.6pp | 68.7%-52.9pp | 67.6%-51.8pp |
| Annual return | 11.62% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,566 | $1,564+64.1% | $2,420+6.0% | $2,755-6.9% |
| Participant deferral / active EE | $4,742 | $4,034+17.6% | $4,411+7.5% | $4,296+10.4% |
| Admin fee / account holder | $9,552 | $6,945+37.5% | $8,285+15.3% | $6,918+38.1% |