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 | $91,925 | $81,248+13.1% | $155,509-40.9% | $80,856+13.7% |
| Participation rate | 56.1% | 66.2%-10.2pp | 78.2%-22.1pp | 67.6%-11.6pp |
| Annual return | 16.26% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,084 | $3,100+31.7% | $4,672-12.6% | $2,755+48.2% |
| Participant deferral / active EE | $8,263 | $3,452+139.4% | $5,626+46.9% | $4,296+92.4% |
| Admin fee / account holder | $25,067 | $7,997+213.4% | $15,912+57.5% | $6,918+262.3% |