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 | $109,101 | $81,208+34.3% | $98,907+10.3% | $79,858+36.6% |
| Participation rate | 65.6% | 72.5%-6.9pp | 76.0%-10.4pp | 69.6%-4.0pp |
| Annual return | 15.66% | 60.99%-45.3pp | 196.43%-180.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $899 | $1,960-54.1% | $2,689-66.6% | $2,471-63.6% |
| Participant deferral / active EE | $1,933 | $3,265-40.8% | $4,244-54.4% | $3,740-48.3% |
| Admin fee / account holder | $15,599 | $6,013+159.4% | $6,642+134.9% | $5,306+194.0% |