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 | $143,980 | $118,849+21.1% | $96,562+49.1% | $167,490-14.0% |
| Participation rate | 56.5% | 75.5%-19.0pp | 69.8%-13.3pp | 82.1%-25.6pp |
| Annual return | 12.00% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,724 | $3,120-44.7% | $2,356-26.8% | $4,837-64.4% |
| Participant deferral / active EE | $6,912 | $4,616+49.7% | $3,849+79.6% | $6,341+9.0% |
| Admin fee / account holder | $1,145 | $8,065-85.8% | $6,181-81.5% | $12,309-90.7% |