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 | $142,824 | $89,753+59.1% | $107,525+32.8% | $84,808+68.4% |
| Participation rate | 54.3% | 68.1%-13.8pp | 75.1%-20.8pp | 68.3%-14.0pp |
| Annual return | 16.91% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,050 | $3,113-34.2% | $3,754-45.4% | $2,631-22.1% |
| Participant deferral / active EE | $4,309 | $4,056+6.2% | $5,116-15.8% | $4,212+2.3% |
| Admin fee / account holder | $3,511 | $7,222-51.4% | $8,919-60.6% | $7,344-52.2% |