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 | $112,699 | $102,317+10.1% | $146,958-23.3% | $80,856+39.4% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 18.66% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,608 | $3,713-56.7% | $4,933-67.4% | $2,755-41.6% |
| Participant deferral / active EE | $3,272 | $6,644-50.7% | $8,070-59.5% | $4,296-23.8% |
| Admin fee / account holder | $8,847 | $7,941+11.4% | $12,998-31.9% | $6,918+27.9% |