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 | $129,044 | $106,890+20.7% | $84,015+53.6% | $152,861-15.6% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 23.90% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,582 | $2,734-42.2% | $1,983-20.3% | $4,762-66.8% |
| Participant deferral / active EE | $1,466 | $4,011-63.4% | $3,239-54.7% | $5,850-74.9% |
| Admin fee / account holder | $10,669 | $8,285+28.8% | $6,101+74.9% | $11,596-8.0% |