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 | $126,628 | $102,317+23.8% | $146,958-13.8% | $80,856+56.6% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.2%-37.3pp | 67.6%-22.8pp |
| Annual return | 12.47% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,285 | $3,713-38.5% | $4,933-53.7% | $2,755-17.1% |
| Participant deferral / active EE | $6,833 | $6,644+2.8% | $8,070-15.3% | $4,296+59.1% |
| Admin fee / account holder | $24,612 | $7,941+209.9% | $12,998+89.4% | $6,918+255.8% |