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 | $152,269 | $99,985+52.3% | $146,665+3.8% | $85,850+77.4% |
| Participation rate | 41.2% | 73.1%-31.9pp | 80.1%-38.9pp | 69.3%-28.1pp |
| Annual return | 15.15% | 18.93%-3.8pp | 22.74%-7.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,148 | $2,559-55.1% | $4,136-72.2% | $2,565-55.2% |
| Participant deferral / active EE | $2,636 | $4,006-34.2% | $5,506-52.1% | $3,952-33.3% |
| Admin fee / account holder | $22,042 | $7,702+186.2% | $10,280+114.4% | $6,260+252.1% |