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 | $96,162 | $83,369+15.3% | $105,223-8.6% | $67,986+41.4% |
| Participation rate | 46.5% | 56.3%-9.8pp | 75.0%-28.6pp | 57.2%-10.7pp |
| Annual return | 20.13% | 24.64%-4.5pp | 180.65%-160.5pp | 31.67%-11.5pp |
| Employer contribution / active EE | $2,253 | $2,541-11.3% | $3,689-38.9% | $2,019+11.6% |
| Participant deferral / active EE | $3,748 | $3,295+13.7% | $5,072-26.1% | $3,358+11.6% |
| Admin fee / account holder | $17,589 | $4,073+331.9% | $8,859+98.6% | $3,203+449.1% |