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 | $103,492 | $54,705+89.2% | $71,209+45.3% | $84,808+22.0% |
| Participation rate | 41.9% | 64.1%-22.2pp | 73.8%-31.9pp | 68.3%-26.5pp |
| Annual return | 18.13% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,795 | $2,158-16.8% | $2,721-34.0% | $2,631-31.8% |
| Participant deferral / active EE | $3,906 | $3,030+28.9% | $4,175-6.4% | $4,212-7.2% |
| Admin fee / account holder | $15,578 | $4,863+220.3% | $5,349+191.2% | $7,344+112.1% |