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 | $114,929 | $86,929+32.2% | $102,423+12.2% | $80,856+42.1% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.1pp |
| Annual return | 10.84% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,542 | $2,369-34.9% | $3,023-49.0% | $2,755-44.0% |
| Participant deferral / active EE | $4,510 | $4,118+9.5% | $5,053-10.7% | $4,296+5.0% |
| Admin fee / account holder | $23,102 | $8,049+187.0% | $9,451+144.5% | $6,918+233.9% |