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 | $82,570 | $100,923-18.2% | $150,045-45.0% | $74,304+11.1% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.3%-33.1pp | 60.3%-11.1pp |
| Annual return | 15.59% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,638 | $3,463-52.7% | $4,693-65.1% | $2,241-26.9% |
| Participant deferral / active EE | $3,505 | $6,709-47.8% | $7,997-56.2% | $3,767-7.0% |
| Admin fee / account holder | $9,348 | $2,767+237.8% | $13,435-30.4% | $2,969+214.9% |