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 | $113,286 | $81,248+39.4% | $155,509-27.2% | $80,856+40.1% |
| Participation rate | 50.7% | 66.2%-15.6pp | 78.2%-27.5pp | 67.6%-17.0pp |
| Annual return | 10.78% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,036 | $3,100-34.3% | $4,672-56.4% | $2,755-26.1% |
| Participant deferral / active EE | $3,915 | $3,452+13.4% | $5,626-30.4% | $4,296-8.9% |
| Admin fee / account holder | $12,865 | $7,997+60.9% | $15,912-19.1% | $6,918+86.0% |