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 | $148,722 | $125,758+18.3% | $169,993-12.5% | $75,163+97.9% |
| Participation rate | 62.9% | 83.6%-20.7pp | 87.0%-24.1pp | 67.2%-4.3pp |
| Annual return | 16.70% | 27.20%-10.5pp | 53.37%-36.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,154 | $4,615-53.3% | $6,785-68.3% | $2,670-19.3% |
| Participant deferral / active EE | $3,371 | $6,837-50.7% | $10,408-67.6% | $4,125-18.3% |
| Admin fee / account holder | $12,019 | $8,173+47.1% | $12,815-6.2% | $5,651+112.7% |