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 | $138,780 | $83,902+65.4% | $167,512-17.2% | $84,808+63.6% |
| Participation rate | 58.3% | 66.5%-8.1pp | 77.1%-18.7pp | 68.3%-10.0pp |
| Annual return | 14.26% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,539 | $2,264-32.0% | $3,882-60.4% | $2,631-41.5% |
| Participant deferral / active EE | $3,557 | $4,442-19.9% | $6,405-44.5% | $4,212-15.5% |
| Admin fee / account holder | $10,022 | $7,915+26.6% | $9,769+2.6% | $7,344+36.5% |