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 | $98,588 | $210,408-53.1% | $153,485-35.8% | $145,922-32.4% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.7pp | 80.3%-46.9pp |
| Annual return | 25.22% | 13.37%+11.9pp | 15.65%+9.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $2,056 | $6,048-66.0% | $5,039-59.2% | $4,660-55.9% |
| Participant deferral / active EE | $4,021 | $7,975-49.6% | $6,757-40.5% | $6,688-39.9% |
| Admin fee / account holder | $45,242 | $19,419+133.0% | $12,724+255.6% | $13,397+237.7% |