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 | $105,941 | $81,208+30.5% | $98,907+7.1% | $79,858+32.7% |
| Participation rate | 68.2% | 72.5%-4.3pp | 76.0%-7.8pp | 69.6%-1.5pp |
| Annual return | 12.66% | 60.99%-48.3pp | 196.43%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,853 | $1,960-5.5% | $2,689-31.1% | $2,471-25.0% |
| Participant deferral / active EE | $3,145 | $3,265-3.7% | $4,244-25.9% | $3,740-15.9% |
| Admin fee / account holder | $22,767 | $6,013+278.6% | $6,642+242.8% | $5,306+329.1% |