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 | $102,714 | $88,083+16.6% | $164,813-37.7% | $74,495+37.9% |
| Participation rate | 40.8% | 73.0%-32.3pp | 78.6%-37.8pp | 67.2%-26.4pp |
| Annual return | 19.09% | 17.26%+1.8pp | 69.93%-50.8pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,531 | $2,593-40.9% | $4,341-64.7% | $2,623-41.6% |
| Participant deferral / active EE | $3,119 | $4,498-30.7% | $6,031-48.3% | $4,346-28.2% |
| Admin fee / account holder | $15,384 | $2,234+588.8% | $12,690+21.2% | $1,942+692.3% |