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 | $140,909 | $86,944+62.1% | $107,525+31.0% | $74,304+89.6% |
| Participation rate | 23.8% | 59.6%-35.7pp | 75.1%-51.2pp | 60.3%-36.5pp |
| Annual return | 14.69% | 23.52%-8.8pp | 181.32%-166.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $826 | $2,757-70.1% | $3,754-78.0% | $2,241-63.2% |
| Participant deferral / active EE | $2,611 | $3,554-26.5% | $5,116-49.0% | $3,767-30.7% |
| Admin fee / account holder | $7,528 | $3,727+102.0% | $8,919-15.6% | $2,969+153.6% |