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 | $146,734 | $138,347+6.1% | $184,203-20.3% | $80,856+81.5% |
| Participation rate | 35.7% | 83.9%-48.2pp | 86.8%-51.1pp | 67.6%-31.9pp |
| Annual return | 13.77% | 20.02%-6.3pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,635 | $4,850-66.3% | $6,427-74.6% | $2,755-40.7% |
| Participant deferral / active EE | $4,628 | $7,071-34.6% | $9,131-49.3% | $4,296+7.7% |
| Admin fee / account holder | $15,525 | $10,483+48.1% | $13,901+11.7% | $6,918+124.4% |