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 3-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 | $136,657 | $80,705+69.3% | $115,768+18.0% | $67,986+101.0% |
| Participation rate | 64.0% | 63.0%+1.0pp | 74.4%-10.4pp | 57.2%+6.8pp |
| Annual return | 14.62% | 18.49%-3.9pp | 100.46%-85.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,141 | $2,046-44.2% | $2,940-61.2% | $2,019-43.5% |
| Participant deferral / active EE | $1,876 | $3,559-47.3% | $4,917-61.8% | $3,358-44.1% |
| Admin fee / account holder | $17,070 | $4,135+312.8% | $12,439+37.2% | $3,203+432.9% |