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 | $132,051 | $108,642+21.5% | $74,701+76.8% | $152,861-13.6% |
| Participation rate | 57.1% | 65.3%-8.2pp | 54.5%+2.7pp | 82.4%-25.3pp |
| Annual return | 3.99% | 114.06%-110.1pp | 752.92%-748.9pp | 345.32%-341.3pp |
| Employer contribution / active EE | $417 | $1,503-72.2% | $1,084-61.5% | $4,762-91.2% |
| Participant deferral / active EE | $4,238 | $2,712+56.2% | $1,964+115.8% | $5,850-27.6% |
| Admin fee / account holder | $1,365 | $4,902-72.2% | $3,333-59.1% | $11,596-88.2% |