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 | $112,101 | $91,190+22.9% | $178,490-37.2% | $79,858+40.4% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 12.56% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,582 | $3,256-20.7% | $5,011-48.5% | $2,471+4.5% |
| Participant deferral / active EE | $4,707 | $3,236+45.5% | $5,202-9.5% | $3,740+25.9% |
| Admin fee / account holder | $10,794 | $6,751+59.9% | $13,984-22.8% | $5,306+103.4% |