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 | $138,553 | $73,787+87.8% | $98,716+40.4% | $82,448+68.0% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.3%-20.7pp | 68.1%-19.5pp |
| Annual return | 14.97% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,338 | $1,511-11.5% | $2,279-41.3% | $2,551-47.5% |
| Participant deferral / active EE | $3,564 | $3,081+15.7% | $4,048-11.9% | $4,139-13.9% |
| Admin fee / account holder | $24,424 | $6,500+275.7% | $8,703+180.6% | $7,234+237.6% |