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 | $128,006 | $53,822+137.8% | $75,696+69.1% | $85,850+49.1% |
| Participation rate | 40.7% | 69.1%-28.4pp | 74.8%-34.2pp | 69.3%-28.6pp |
| Annual return | 13.21% | 24.54%-11.3pp | 104.53%-91.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $548 | $2,017-72.8% | $2,743-80.0% | $2,565-78.6% |
| Participant deferral / active EE | $1,783 | $2,895-38.4% | $3,821-53.3% | $3,952-54.9% |
| Admin fee / account holder | $6,771 | $3,343+102.6% | $3,619+87.1% | $6,260+8.2% |