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 | $146,773 | $81,625+79.8% | $167,512-12.4% | $74,304+97.5% |
| Participation rate | 36.7% | 60.0%-23.3pp | 77.1%-40.3pp | 60.3%-23.6pp |
| Annual return | 13.89% | 26.09%-12.2pp | 1615.79%-1601.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $550 | $2,010-72.6% | $3,882-85.8% | $2,241-75.4% |
| Participant deferral / active EE | $1,937 | $4,115-52.9% | $6,405-69.7% | $3,767-48.6% |
| Admin fee / account holder | $6,111 | $3,474+75.9% | $9,769-37.4% | $2,969+105.8% |