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 | $68,336 | $58,208+17.4% | $81,812-16.5% | $80,856-15.5% |
| Participation rate | 51.9% | 63.4%-11.6pp | 72.3%-20.5pp | 67.6%-15.8pp |
| Annual return | 13.21% | 41.66%-28.4pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,864 | $2,340+22.4% | $2,912-1.6% | $2,755+4.0% |
| Participant deferral / active EE | $3,612 | $3,281+10.1% | $4,319-16.4% | $4,296-15.9% |
| Admin fee / account holder | $3,672 | $4,981-26.3% | $7,386-50.3% | $6,918-46.9% |