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 | $137,105 | $78,485+74.7% | $106,213+29.1% | $74,495+84.0% |
| Participation rate | 38.0% | 72.8%-34.8pp | 75.3%-37.3pp | 67.2%-29.2pp |
| Annual return | 18.93% | 15.95%+3.0pp | 116.14%-97.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,487 | $2,523-41.0% | $3,171-53.1% | $2,623-43.3% |
| Participant deferral / active EE | $3,571 | $4,322-17.4% | $5,016-28.8% | $4,346-17.8% |
| Admin fee / account holder | $26,743 | $2,232+1098.3% | $11,033+142.4% | $1,942+1277.3% |