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 | $103,214 | $56,053+84.1% | $75,972+35.9% | $80,856+27.7% |
| Participation rate | 42.3% | 62.0%-19.8pp | 69.1%-26.8pp | 67.6%-25.4pp |
| Annual return | 15.32% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,321 | $1,874-29.5% | $2,685-50.8% | $2,755-52.0% |
| Participant deferral / active EE | $2,974 | $3,052-2.5% | $4,255-30.1% | $4,296-30.8% |
| Admin fee / account holder | $7,475 | $5,234+42.8% | $6,467+15.6% | $6,918+8.1% |