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 | $123,043 | $85,766+43.5% | $136,294-9.7% | $70,131+75.4% |
| Participation rate | 48.6% | 74.2%-25.5pp | 81.9%-33.3pp | 69.5%-20.9pp |
| Annual return | 19.08% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,783 | $2,966-39.9% | $4,695-62.0% | $2,342-23.9% |
| Participant deferral / active EE | $3,924 | $5,051-22.3% | $6,247-37.2% | $3,332+17.8% |
| Admin fee / account holder | $8,194 | $5,420+51.2% | $9,243-11.4% | $4,645+76.4% |