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 | $148,137 | $99,957+48.2% | $149,696-1.0% | $73,488+101.6% |
| Participation rate | 55.0% | 75.7%-20.7pp | 82.5%-27.5pp | 70.7%-15.7pp |
| Annual return | 17.44% | 53.87%-36.4pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,608 | $3,191-49.6% | $4,644-65.4% | $2,270-29.2% |
| Participant deferral / active EE | $5,864 | $6,073-3.4% | $6,842-14.3% | $3,740+56.8% |
| Admin fee / account holder | $6,608 | $551+1099.9% | $9,309-29.0% | $513+1187.9% |