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 | $128,752 | $56,423+128.2% | $77,163+66.9% | $71,457+80.2% |
| Participation rate | 41.7% | 64.3%-22.6pp | 69.6%-27.9pp | 67.9%-26.3pp |
| Annual return | 18.27% | 19.05%-0.8pp | 37.87%-19.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,682 | $1,866-9.9% | $2,535-33.6% | $2,588-35.0% |
| Participant deferral / active EE | $3,162 | $3,142+0.7% | $3,833-17.5% | $4,289-26.3% |
| Admin fee / account holder | $11,716 | $1,429+719.9% | $5,472+114.1% | $1,587+638.1% |