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 | $89,303 | $96,484-7.4% | $156,263-42.9% | $74,304+20.2% |
| Participation rate | 49.0% | 67.7%-18.7pp | 78.9%-29.9pp | 60.3%-11.3pp |
| Annual return | 16.88% | 17.73%-0.9pp | 59.47%-42.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,801 | $2,528-28.8% | $4,333-58.4% | $2,241-19.6% |
| Participant deferral / active EE | $3,534 | $4,286-17.6% | $6,158-42.6% | $3,767-6.2% |
| Admin fee / account holder | $20,350 | $3,728+445.9% | $14,255+42.8% | $2,969+585.4% |