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 | $142,955 | $77,314+84.9% | $177,989-19.7% | $80,856+76.8% |
| Participation rate | 37.9% | 65.7%-27.8pp | 77.1%-39.2pp | 67.6%-29.7pp |
| Annual return | 15.24% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,492 | $2,292-34.9% | $3,949-62.2% | $2,755-45.8% |
| Participant deferral / active EE | $2,725 | $4,411-38.2% | $6,276-56.6% | $4,296-36.6% |
| Admin fee / account holder | $13,610 | $7,191+89.3% | $10,363+31.3% | $6,918+96.7% |