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 | $120,153 | $86,944+38.2% | $107,525+11.7% | $74,304+61.7% |
| Participation rate | 43.9% | 59.6%-15.7pp | 75.1%-31.2pp | 60.3%-16.5pp |
| Annual return | 15.69% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,418 | $2,757-48.6% | $3,754-62.2% | $2,241-36.7% |
| Participant deferral / active EE | $5,247 | $3,554+47.6% | $5,116+2.6% | $3,767+39.3% |
| Admin fee / account holder | $17,157 | $3,727+360.4% | $8,919+92.4% | $2,969+477.9% |