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 | $118,713 | $89,753+32.3% | $107,525+10.4% | $84,808+40.0% |
| Participation rate | 52.5% | 68.1%-15.6pp | 75.1%-22.6pp | 68.3%-15.8pp |
| Annual return | 16.77% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,409 | $3,113-54.7% | $3,754-62.5% | $2,631-46.4% |
| Participant deferral / active EE | $3,132 | $4,056-22.8% | $5,116-38.8% | $4,212-25.6% |
| Admin fee / account holder | $1,068 | $7,222-85.2% | $8,919-88.0% | $7,344-85.5% |