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 | $169,688 | $85,202+99.2% | $172,739-1.8% | $72,985+132.5% |
| Participation rate | 41.9% | 70.1%-28.2pp | 82.6%-40.8pp | 69.5%-27.6pp |
| Annual return | 16.76% | 27.32%-10.6pp | 802.84%-786.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,902 | $3,324-42.8% | $5,143-63.0% | $2,440-22.0% |
| Participant deferral / active EE | $3,075 | $3,260-5.7% | $5,198-40.8% | $3,607-14.7% |
| Admin fee / account holder | $2,440 | $5,884-58.5% | $13,954-82.5% | $5,124-52.4% |