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 | $140,486 | $89,753+56.5% | $107,525+30.7% | $84,808+65.7% |
| Participation rate | 57.5% | 68.1%-10.6pp | 75.1%-17.6pp | 68.3%-10.8pp |
| Annual return | 17.36% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,064 | $3,113-33.7% | $3,754-45.0% | $2,631-21.6% |
| Participant deferral / active EE | $5,436 | $4,056+34.0% | $5,116+6.3% | $4,212+29.1% |
| Admin fee / account holder | $1,686 | $7,222-76.7% | $8,919-81.1% | $7,344-77.0% |