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 | $111,189 | $72,071+54.3% | $68,368+62.6% | $137,256-19.0% |
| Participation rate | 31.6% | 76.2%-44.7pp | 73.8%-42.2pp | 80.0%-48.4pp |
| Annual return | 13.82% | 353.14%-339.3pp | 292.57%-278.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,117 | $2,788-59.9% | $2,649-57.8% | $4,156-73.1% |
| Participant deferral / active EE | $1,793 | $4,410-59.3% | $4,123-56.5% | $6,407-72.0% |
| Admin fee / account holder | $10,681 | $5,336+100.2% | $5,150+107.4% | $12,270-12.9% |