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 | $89,846 | $56,114+60.1% | $96,139-6.5% | $85,850+4.7% |
| Participation rate | 39.4% | 56.7%-17.3pp | 68.4%-29.1pp | 69.3%-29.9pp |
| Annual return | 12.67% | 42.30%-29.6pp | 191.94%-179.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,577 | $1,620-2.6% | $2,797-43.6% | $2,565-38.5% |
| Participant deferral / active EE | $2,434 | $2,859-14.9% | $4,349-44.0% | $3,952-38.4% |
| Admin fee / account holder | $10,459 | $3,768+177.5% | $5,537+88.9% | $6,260+67.1% |