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 | $137,018 | $105,181+30.3% | $159,436-14.1% | $85,850+59.6% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.8%-24.2pp | 69.3%-10.7pp |
| Annual return | 12.84% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,094 | $3,318-36.9% | $4,829-56.6% | $2,565-18.4% |
| Participant deferral / active EE | $6,331 | $5,945+6.5% | $7,352-13.9% | $3,952+60.2% |
| Admin fee / account holder | $23,559 | $6,933+239.8% | $10,799+118.2% | $6,260+276.4% |