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 | $132,192 | $100,773+31.2% | $88,946+48.6% | $142,382-7.2% |
| Participation rate | 52.6% | 74.3%-21.7pp | 68.8%-16.2pp | 80.1%-27.5pp |
| Annual return | 15.29% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,492 | $2,918-48.9% | $2,555-41.6% | $4,299-65.3% |
| Participant deferral / active EE | $4,767 | $5,230-8.9% | $4,581+4.1% | $6,507-26.7% |
| Admin fee / account holder | $2,005 | $9,693-79.3% | $8,261-75.7% | $12,624-84.1% |