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 | $112,948 | $105,181+7.4% | $159,436-29.2% | $85,850+31.6% |
| Participation rate | 48.3% | 75.8%-27.4pp | 82.8%-34.5pp | 69.3%-21.0pp |
| Annual return | 13.64% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,450 | $3,318-56.3% | $4,829-70.0% | $2,565-43.5% |
| Participant deferral / active EE | $3,786 | $5,945-36.3% | $7,352-48.5% | $3,952-4.2% |
| Admin fee / account holder | $7,153 | $6,933+3.2% | $10,799-33.8% | $6,260+14.3% |