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 | $120,340 | $79,171+52.0% | $102,423+17.5% | $74,495+61.5% |
| Participation rate | 48.6% | 74.8%-26.2pp | 76.5%-27.9pp | 67.2%-18.6pp |
| Annual return | 14.68% | 54.93%-40.3pp | 29.32%-14.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,074 | $2,362-54.6% | $3,023-64.5% | $2,623-59.1% |
| Participant deferral / active EE | $2,647 | $4,415-40.0% | $5,053-47.6% | $4,346-39.1% |
| Admin fee / account holder | $9,675 | $2,001+383.6% | $9,451+2.4% | $1,942+398.2% |