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 | $155,466 | $89,753+73.2% | $107,525+44.6% | $84,808+83.3% |
| Participation rate | 52.8% | 68.1%-15.2pp | 75.1%-22.2pp | 68.3%-15.5pp |
| Annual return | 14.64% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,020 | $3,113-35.1% | $3,754-46.2% | $2,631-23.2% |
| Participant deferral / active EE | $4,930 | $4,056+21.6% | $5,116-3.6% | $4,212+17.1% |
| Admin fee / account holder | $44,250 | $7,222+512.7% | $8,919+396.2% | $7,344+502.6% |