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 | $74,737 | $47,944+55.9% | $67,834+10.2% | $62,891+18.8% |
| Participation rate | 57.1% | 61.1%-3.9pp | 68.8%-11.7pp | 69.3%-12.2pp |
| Annual return | 10.41% | 11.77%-1.4pp | 138.47%-128.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,201 | $1,562-23.1% | $2,403-50.0% | $2,281-47.3% |
| Participant deferral / active EE | $2,371 | $2,247+5.6% | $3,160-24.9% | $3,203-26.0% |
| Admin fee / account holder | $7,625 | $3,712+105.4% | $4,622+65.0% | $4,296+77.5% |