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 | $130,457 | $87,733+48.7% | $106,548+22.4% | $85,850+52.0% |
| Participation rate | 59.6% | 71.9%-12.4pp | 76.1%-16.6pp | 69.3%-9.7pp |
| Annual return | 11.81% | 21.86%-10.1pp | 26.80%-15.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,133 | $2,073+2.9% | $2,819-24.3% | $2,565-16.8% |
| Participant deferral / active EE | $4,411 | $3,469+27.2% | $4,398+0.3% | $3,952+11.6% |
| Admin fee / account holder | $40,193 | $6,767+493.9% | $7,407+442.6% | $6,260+542.1% |