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 | $128,918 | $76,407+68.7% | $150,298-14.2% | $82,448+56.4% |
| Participation rate | 58.6% | 66.4%-7.8pp | 77.8%-19.2pp | 68.1%-9.5pp |
| Annual return | 19.93% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,843 | $2,614+8.7% | $4,154-31.6% | $2,551+11.4% |
| Participant deferral / active EE | $3,878 | $3,214+20.6% | $5,453-28.9% | $4,139-6.3% |
| Admin fee / account holder | $10,548 | $6,352+66.1% | $14,116-25.3% | $7,234+45.8% |