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 | $112,263 | $92,985+20.7% | $153,485-26.9% | $80,856+38.8% |
| Participation rate | 57.0% | 69.0%-12.0pp | 77.1%-20.1pp | 67.6%-10.6pp |
| Annual return | 12.60% | 19.95%-7.3pp | 15.65%-3.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,432 | $3,507-59.2% | $5,039-71.6% | $2,755-48.0% |
| Participant deferral / active EE | $3,500 | $5,178-32.4% | $6,757-48.2% | $4,296-18.5% |
| Admin fee / account holder | $29,366 | $8,880+230.7% | $12,724+130.8% | $6,918+324.5% |