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 | $136,087 | $65,041+109.2% | $90,951+49.6% | $79,858+70.4% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.0%-27.7pp | 69.6%-28.4pp |
| Annual return | 17.09% | 30.45%-13.4pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,333 | $1,247+6.9% | $2,122-37.2% | $2,471-46.0% |
| Participant deferral / active EE | $2,987 | $2,512+18.9% | $3,373-11.5% | $3,740-20.1% |
| Admin fee / account holder | $22,795 | $4,536+402.5% | $5,959+282.6% | $5,306+329.6% |