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 | $131,132 | $102,317+28.2% | $146,958-10.8% | $80,856+62.2% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 17.27% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,923 | $3,713-48.2% | $4,933-61.0% | $2,755-30.2% |
| Participant deferral / active EE | $6,249 | $6,644-5.9% | $8,070-22.6% | $4,296+45.5% |
| Admin fee / account holder | $6,581 | $7,941-17.1% | $12,998-49.4% | $6,918-4.9% |