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 | $103,497 | $80,717+28.2% | $154,803-33.1% | $84,808+22.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 19.01% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,128 | $2,761-22.9% | $4,305-50.6% | $2,631-19.1% |
| Participant deferral / active EE | $6,137 | $3,303+85.8% | $5,540+10.8% | $4,212+45.7% |
| Admin fee / account holder | $21,695 | $6,746+221.6% | $14,329+51.4% | $7,344+195.4% |