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 | $137,363 | $78,422+75.2% | $95,952+43.2% | $79,858+72.0% |
| Participation rate | 65.2% | 73.5%-8.3pp | 77.1%-11.9pp | 69.6%-4.4pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,294 | $1,945-33.5% | $2,541-49.1% | $2,471-47.6% |
| Participant deferral / active EE | $3,506 | $3,440+1.9% | $4,167-15.9% | $3,740-6.3% |
| Admin fee / account holder | $18,586 | $5,622+230.6% | $6,795+173.5% | $5,306+250.3% |