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 | $139,520 | $63,346+120.3% | $92,233+51.3% | $70,131+98.9% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 14.80% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,087 | $2,471-56.0% | $3,679-70.4% | $2,342-53.6% |
| Participant deferral / active EE | $2,561 | $2,854-10.2% | $3,897-34.3% | $3,332-23.1% |
| Admin fee / account holder | $1,262 | $3,840-67.1% | $5,194-75.7% | $4,645-72.8% |