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 | $112,574 | $51,736+117.6% | $120,225-6.4% | $67,986+65.6% |
| Participation rate | 43.3% | 46.1%-2.8pp | 69.6%-26.3pp | 57.2%-13.9pp |
| Annual return | 13.68% | 31.98%-18.3pp | 439.23%-425.5pp | 31.67%-18.0pp |
| Employer contribution / active EE | $2,177 | $1,071+103.2% | $3,475-37.4% | $2,019+7.8% |
| Participant deferral / active EE | $3,463 | $2,206+57.0% | $3,999-13.4% | $3,358+3.1% |
| Admin fee / account holder | $16,215 | $4,159+289.9% | $5,696+184.7% | $3,203+406.2% |