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 | $79,567 | $77,634+2.5% | $156,549-49.2% | $62,891+26.5% |
| Participation rate | 56.0% | 71.2%-15.2pp | 84.0%-28.0pp | 69.3%-13.3pp |
| Annual return | 6.58% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,782 | $3,444-48.3% | $5,501-67.6% | $2,281-21.9% |
| Participant deferral / active EE | $4,008 | $3,045+31.6% | $4,871-17.7% | $3,203+25.1% |
| Admin fee / account holder | $3,362 | $5,561-39.5% | $13,027-74.2% | $4,296-21.7% |