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 | $146,176 | $124,319+17.6% | $111,297+31.3% | $167,490-12.7% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.2pp |
| Annual return | 11.80% | 37.44%-25.6pp | 54.65%-42.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,161 | $3,435-66.2% | $2,731-57.5% | $4,837-76.0% |
| Participant deferral / active EE | $3,514 | $5,180-32.2% | $4,487-21.7% | $6,341-44.6% |
| Admin fee / account holder | $64,436 | $10,618+506.9% | $7,964+709.1% | $12,309+423.5% |