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 | $98,354 | $61,774+59.2% | $97,226+1.2% | $80,856+21.6% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.7%-24.3pp | 67.6%-19.3pp |
| Annual return | 13.41% | -557.90%+571.3pp | 75.13%-61.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,140 | $1,837-37.9% | $2,729-58.2% | $2,755-58.6% |
| Participant deferral / active EE | $3,243 | $3,029+7.1% | $4,264-24.0% | $4,296-24.5% |
| Admin fee / account holder | $3,022 | $5,166-41.5% | $5,654-46.5% | $6,918-56.3% |