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 | $121,390 | $58,208+108.5% | $81,812+48.4% | $80,856+50.1% |
| Participation rate | 65.7% | 63.4%+2.3pp | 72.3%-6.7pp | 67.6%-2.0pp |
| Annual return | 11.09% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,192 | $2,340-6.3% | $2,912-24.7% | $2,755-20.4% |
| Participant deferral / active EE | $2,902 | $3,281-11.5% | $4,319-32.8% | $4,296-32.4% |
| Admin fee / account holder | $7,657 | $4,981+53.7% | $7,386+3.7% | $6,918+10.7% |