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 | $149,457 | $82,978+80.1% | $129,995+15.0% | $71,457+109.2% |
| Participation rate | 53.2% | 74.1%-20.9pp | 78.5%-25.3pp | 67.9%-14.7pp |
| Annual return | 19.36% | 20.60%-1.2pp | -137.18%+156.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,452 | $2,622-44.6% | $4,320-66.4% | $2,588-43.9% |
| Participant deferral / active EE | $2,601 | $4,432-41.3% | $5,820-55.3% | $4,289-39.4% |
| Admin fee / account holder | $8,870 | $1,729+413.1% | $10,614-16.4% | $1,587+458.8% |