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 | $221,417 | $176,812+25.2% | $146,665+51.0% | $167,490+32.2% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.2pp |
| Annual return | 9.95% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,306 | $5,160-55.3% | $4,136-44.2% | $4,837-52.3% |
| Participant deferral / active EE | $3,711 | $6,440-42.4% | $5,506-32.6% | $6,341-41.5% |
| Admin fee / account holder | $162,586 | $13,259+1126.2% | $10,280+1481.6% | $12,309+1220.9% |