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 | $153,599 | $81,632+88.2% | $70,449+118.0% | $158,922-3.3% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 14.00% | 208.40%-194.4pp | 109.03%-95.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,291 | $3,217-59.9% | $2,737-52.8% | $4,761-72.9% |
| Participant deferral / active EE | $3,423 | $4,554-24.8% | $3,709-7.7% | $5,982-42.8% |
| Admin fee / account holder | $28,738 | $6,193+364.1% | $3,845+647.4% | $11,246+155.5% |