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 | $141,211 | $81,208+73.9% | $98,907+42.8% | $79,858+76.8% |
| Participation rate | 66.0% | 72.5%-6.5pp | 76.0%-10.1pp | 69.6%-3.7pp |
| Annual return | 14.17% | 60.99%-46.8pp | 196.43%-182.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $729 | $1,960-62.8% | $2,689-72.9% | $2,471-70.5% |
| Participant deferral / active EE | $3,241 | $3,265-0.7% | $4,244-23.6% | $3,740-13.3% |
| Admin fee / account holder | $15,194 | $6,013+152.7% | $6,642+128.8% | $5,306+186.3% |