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 | $107,452 | $61,272+75.4% | $149,673-28.2% | $71,457+50.4% |
| Participation rate | 41.3% | 62.5%-21.2pp | 78.8%-37.5pp | 67.9%-26.7pp |
| Annual return | 16.16% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,067 | $2,378-55.1% | $4,818-77.9% | $2,588-58.8% |
| Participant deferral / active EE | $1,227 | $2,917-58.0% | $5,680-78.4% | $4,289-71.4% |
| Admin fee / account holder | $3,200 | $1,261+153.7% | $13,210-75.8% | $1,587+101.6% |