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 | $86,085 | $77,314+11.3% | $177,989-51.6% | $80,856+6.5% |
| Participation rate | 38.9% | 65.7%-26.8pp | 77.1%-38.2pp | 67.6%-28.7pp |
| Annual return | 12.77% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,079 | $2,292-52.9% | $3,949-72.7% | $2,755-60.8% |
| Participant deferral / active EE | $2,695 | $4,411-38.9% | $6,276-57.1% | $4,296-37.3% |
| Admin fee / account holder | $14,501 | $7,191+101.7% | $10,363+39.9% | $6,918+109.6% |