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 | $138,243 | $118,450+16.7% | $98,439+40.4% | $139,434-0.9% |
| Participation rate | 44.4% | 77.4%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 11.92% | 18.94%-7.0pp | 21.16%-9.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $6,676 | $3,609+85.0% | $3,048+119.0% | $4,751+40.5% |
| Participant deferral / active EE | $4,409 | $5,392-18.2% | $4,738-6.9% | $6,710-34.3% |
| Admin fee / account holder | $28,311 | $14,026+101.8% | $8,948+216.4% | $11,403+148.3% |