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 | $114,101 | $100,041+14.1% | $149,718-23.8% | $70,131+62.7% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 14.89% | 27.43%-12.5pp | 1501.63%-1486.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,292 | $3,662-64.7% | $5,445-76.3% | $2,342-44.8% |
| Participant deferral / active EE | $3,222 | $4,983-35.3% | $6,569-51.0% | $3,332-3.3% |
| Admin fee / account holder | $36,241 | $8,286+337.4% | $11,283+221.2% | $4,645+680.2% |