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 | $114,804 | $91,552+25.4% | $133,956-14.3% | $79,858+43.8% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | 12.80% | 61.85%-49.0pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,111 | $2,384-53.4% | $3,919-71.6% | $2,471-55.0% |
| Participant deferral / active EE | $3,264 | $3,733-12.6% | $5,048-35.3% | $3,740-12.7% |
| Admin fee / account holder | $29,291 | $6,321+363.4% | $8,927+228.1% | $5,306+452.0% |