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 | $147,322 | $112,881+30.5% | $90,951+62.0% | $158,922-7.3% |
| Participation rate | 52.2% | 74.7%-22.6pp | 69.0%-16.8pp | 82.0%-29.8pp |
| Annual return | 15.91% | 215.79%-199.9pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,438 | $2,893-50.3% | $2,122-32.2% | $4,761-69.8% |
| Participant deferral / active EE | $3,461 | $4,128-16.2% | $3,373+2.6% | $5,982-42.2% |
| Admin fee / account holder | $45,040 | $8,041+460.1% | $5,959+655.9% | $11,246+300.5% |