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 | $110,857 | $88,672+25.0% | $105,223+5.4% | $82,448+34.5% |
| Participation rate | 63.3% | 67.9%-4.7pp | 75.0%-11.8pp | 68.1%-4.8pp |
| Annual return | 17.59% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,213 | $3,048+5.4% | $3,689-12.9% | $2,551+26.0% |
| Participant deferral / active EE | $6,097 | $4,036+51.1% | $5,072+20.2% | $4,139+47.3% |
| Admin fee / account holder | $5,139 | $7,146-28.1% | $8,859-42.0% | $7,234-29.0% |