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 | $109,204 | $99,079+10.2% | $77,999+40.0% | $273,961-60.1% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.5%-34.3pp | 83.0%-41.8pp |
| Annual return | 6.67% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,005 | $3,308-39.4% | $2,470-18.8% | $4,869-58.8% |
| Participant deferral / active EE | $2,963 | $4,306-31.2% | $3,497-15.3% | $5,287-44.0% |
| Admin fee / account holder | $1,180 | $8,954-86.8% | $5,480-78.5% | $10,132-88.4% |