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 | $114,082 | $80,753+41.3% | $136,294-16.3% | $62,292+83.1% |
| Participation rate | 65.2% | 73.5%-8.3pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 18.42% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,313 | $2,884-19.8% | $4,695-50.7% | $2,042+13.3% |
| Participant deferral / active EE | $3,603 | $5,164-30.2% | $6,247-42.3% | $3,169+13.7% |
| Admin fee / account holder | $1,910 | $525+263.5% | $9,243-79.3% | $479+298.5% |