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 | $108,098 | $76,552+41.2% | $123,892-12.7% | $62,891+71.9% |
| Participation rate | 52.5% | 73.0%-20.4pp | 81.4%-28.9pp | 69.3%-16.8pp |
| Annual return | 6.48% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,001 | $2,883-65.3% | $4,617-78.3% | $2,281-56.1% |
| Participant deferral / active EE | $6,247 | $4,840+29.1% | $5,984+4.4% | $3,203+95.0% |
| Admin fee / account holder | $3,236 | $4,826-33.0% | $8,357-61.3% | $4,296-24.7% |