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 | $114,473 | $102,317+11.9% | $146,958-22.1% | $80,856+41.6% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.2%-38.2pp | 67.6%-23.6pp |
| Annual return | 14.03% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,096 | $3,713-16.6% | $4,933-37.2% | $2,755+12.4% |
| Participant deferral / active EE | $5,845 | $6,644-12.0% | $8,070-27.6% | $4,296+36.1% |
| Admin fee / account holder | $12,526 | $7,941+57.7% | $12,998-3.6% | $6,918+81.1% |