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 | $104,526 | $62,672+66.8% | $185,117-43.5% | $70,131+49.0% |
| Participation rate | 36.2% | 63.8%-27.6pp | 77.3%-41.1pp | 69.5%-33.4pp |
| Annual return | 13.69% | 40.79%-27.1pp | 40.50%-26.8pp | 73.14%-59.5pp |
| Employer contribution / active EE | $295 | $1,753-83.2% | $4,182-92.9% | $2,342-87.4% |
| Participant deferral / active EE | $1,483 | $3,272-54.7% | $5,045-70.6% | $3,332-55.5% |
| Admin fee / account holder | $24,489 | $3,932+522.9% | $8,159+200.1% | $4,645+427.2% |