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 | $136,924 | $78,705+74.0% | $117,854+16.2% | $70,131+95.2% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 14.99% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,659 | $2,223-25.4% | $3,786-56.2% | $2,342-29.2% |
| Participant deferral / active EE | $2,817 | $3,297-14.6% | $4,482-37.1% | $3,332-15.4% |
| Admin fee / account holder | $26,754 | $5,065+428.2% | $8,020+233.6% | $4,645+475.9% |