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 | $121,338 | $86,286+40.6% | $111,297+9.0% | $85,850+41.3% |
| Participation rate | 63.2% | 73.3%-10.2pp | 77.3%-14.2pp | 69.3%-6.2pp |
| Annual return | 15.43% | 19.99%-4.6pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,243 | $2,043-39.2% | $2,731-54.5% | $2,565-51.6% |
| Participant deferral / active EE | $3,382 | $3,641-7.1% | $4,487-24.6% | $3,952-14.4% |
| Admin fee / account holder | $28,617 | $8,188+249.5% | $7,964+259.3% | $6,260+357.2% |