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 3-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 | $104,772 | $96,128+9.0% | $136,007-23.0% | $80,856+29.6% |
| Participation rate | 46.2% | 71.2%-25.1pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 12.32% | 28.71%-16.4pp | 579.32%-567.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,615 | $3,351-22.0% | $4,217-38.0% | $2,755-5.1% |
| Participant deferral / active EE | $2,677 | $5,709-53.1% | $7,025-61.9% | $4,296-37.7% |
| Admin fee / account holder | $142,525 | $8,236+1630.4% | $6,858+1978.2% | $6,918+1960.2% |