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 | $149,282 | $77,899+91.6% | $149,673-0.3% | $75,163+98.6% |
| Participation rate | 62.5% | 65.6%-3.1pp | 78.8%-16.3pp | 67.2%-4.7pp |
| Annual return | 15.65% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,576 | $3,137-17.9% | $4,818-46.5% | $2,670-3.5% |
| Participant deferral / active EE | $3,062 | $3,411-10.2% | $5,680-46.1% | $4,125-25.8% |
| Admin fee / account holder | $46,425 | $5,956+679.4% | $13,210+251.4% | $5,651+721.6% |