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 | $142,726 | $89,753+59.0% | $107,525+32.7% | $84,808+68.3% |
| Participation rate | 36.2% | 68.1%-31.9pp | 75.1%-38.9pp | 68.3%-32.1pp |
| Annual return | 13.17% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,233 | $3,113-60.4% | $3,754-67.2% | $2,631-53.1% |
| Participant deferral / active EE | $2,419 | $4,056-40.4% | $5,116-52.7% | $4,212-42.6% |
| Admin fee / account holder | $29,466 | $7,222+308.0% | $8,919+230.4% | $7,344+301.2% |