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 | $150,579 | $148,978+1.1% | $200,582-24.9% | $84,808+77.6% |
| Participation rate | 42.7% | 84.2%-41.5pp | 86.9%-44.2pp | 68.3%-25.6pp |
| Annual return | 18.51% | 28.16%-9.7pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,929 | $4,815-59.9% | $6,419-69.9% | $2,631-26.7% |
| Participant deferral / active EE | $4,690 | $7,142-34.3% | $9,331-49.7% | $4,212+11.4% |
| Admin fee / account holder | $6,513 | $13,977-53.4% | $16,305-60.1% | $7,344-11.3% |