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 | $108,761 | $89,355+21.7% | $141,162-23.0% | $72,985+49.0% |
| Participation rate | 56.5% | 75.1%-18.6pp | 82.5%-25.9pp | 69.5%-13.0pp |
| Annual return | 28.41% | 111.85%-83.4pp | 71.39%-43.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,027 | $3,114-34.9% | $4,735-57.2% | $2,440-16.9% |
| Participant deferral / active EE | $3,495 | $5,418-35.5% | $6,709-47.9% | $3,607-3.1% |
| Admin fee / account holder | $820 | $5,958-86.2% | $10,261-92.0% | $5,124-84.0% |