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 | $132,381 | $87,870+50.7% | $113,168+17.0% | $74,304+78.2% |
| Participation rate | 40.5% | 70.7%-30.3pp | 76.6%-36.1pp | 60.3%-19.9pp |
| Annual return | 14.83% | 26.44%-11.6pp | 24.27%-9.4pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,286 | $2,277-43.5% | $2,975-56.8% | $2,241-42.6% |
| Participant deferral / active EE | $3,290 | $4,241-22.4% | $5,107-35.6% | $3,767-12.7% |
| Admin fee / account holder | $15,731 | $3,368+367.0% | $12,068+30.4% | $2,969+429.9% |