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 | $171,597 | $102,317+67.7% | $146,958+16.8% | $80,856+112.2% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.2%-27.9pp | 67.6%-13.4pp |
| Annual return | 13.81% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,373 | $3,713-63.0% | $4,933-72.2% | $2,755-50.2% |
| Participant deferral / active EE | $4,525 | $6,644-31.9% | $8,070-43.9% | $4,296+5.3% |
| Admin fee / account holder | $7,985 | $7,941+0.5% | $12,998-38.6% | $6,918+15.4% |