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 | $144,937 | $93,346+55.3% | $71,796+101.9% | $273,961-47.1% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 83.0%-21.9pp |
| Annual return | 3.79% | 130.39%-126.6pp | 78.04%-74.2pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,714 | $2,733-37.3% | $1,924-10.9% | $4,869-64.8% |
| Participant deferral / active EE | $4,355 | $3,475+25.3% | $2,794+55.9% | $5,287-17.6% |
| Admin fee / account holder | $974 | $6,571-85.2% | $4,815-79.8% | $10,132-90.4% |