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 | $133,225 | $76,407+74.4% | $150,298-11.4% | $82,448+61.6% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 17.35% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,112 | $2,614-57.5% | $4,154-73.2% | $2,551-56.4% |
| Participant deferral / active EE | $4,068 | $3,214+26.6% | $5,453-25.4% | $4,139-1.7% |
| Admin fee / account holder | $14,297 | $6,352+125.1% | $14,116+1.3% | $7,234+97.6% |