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 | $132,408 | $87,037+52.1% | $106,201+24.7% | $80,874+63.7% |
| Participation rate | 55.2% | 70.4%-15.2pp | 75.3%-20.1pp | 67.6%-12.4pp |
| Annual return | 11.43% | 17.05%-5.6pp | 116.26%-104.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,560 | $2,396-34.9% | $3,170-50.8% | $2,756-43.4% |
| Participant deferral / active EE | $2,831 | $3,986-29.0% | $5,012-43.5% | $4,297-34.1% |
| Admin fee / account holder | $26,230 | $8,434+211.0% | $11,039+137.6% | $6,935+278.2% |