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 | $103,661 | $91,190+13.7% | $178,490-41.9% | $79,858+29.8% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 10.20% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,691 | $3,256-48.1% | $5,011-66.3% | $2,471-31.6% |
| Participant deferral / active EE | $3,021 | $3,236-6.6% | $5,202-41.9% | $3,740-19.2% |
| Admin fee / account holder | $23,282 | $6,751+244.9% | $13,984+66.5% | $5,306+338.8% |