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 | $121,251 | $77,899+55.7% | $149,673-19.0% | $75,163+61.3% |
| Participation rate | 48.0% | 65.6%-17.6pp | 78.8%-30.8pp | 67.2%-19.2pp |
| Annual return | 15.02% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,475 | $3,137-53.0% | $4,818-69.4% | $2,670-44.8% |
| Participant deferral / active EE | $6,615 | $3,411+93.9% | $5,680+16.5% | $4,125+60.4% |
| Admin fee / account holder | $29,568 | $5,956+396.4% | $13,210+123.8% | $5,651+423.2% |