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 | $101,313 | $48,046+110.9% | $84,611+19.7% | $72,985+38.8% |
| Participation rate | 40.7% | 57.6%-16.8pp | 68.2%-27.5pp | 69.5%-28.7pp |
| Annual return | 20.50% | 37.38%-16.9pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,464 | $1,602-8.6% | $2,652-44.8% | $2,440-40.0% |
| Participant deferral / active EE | $2,928 | $2,680+9.3% | $3,899-24.9% | $3,607-18.8% |
| Admin fee / account holder | $12,410 | $3,395+265.6% | $4,912+152.6% | $5,124+142.2% |