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 | $82,308 | $58,828+39.9% | $77,999+5.5% | $62,891+30.9% |
| Participation rate | 55.8% | 71.1%-15.3pp | 75.5%-19.8pp | 69.3%-13.5pp |
| Annual return | 5.95% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,111 | $1,672-33.5% | $2,470-55.0% | $2,281-51.3% |
| Participant deferral / active EE | $2,007 | $2,686-25.3% | $3,497-42.6% | $3,203-37.3% |
| Admin fee / account holder | $11,888 | $4,393+170.6% | $5,480+116.9% | $4,296+176.8% |