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 | $140,586 | $70,879+98.3% | $189,557-25.8% | $79,386+77.1% |
| Participation rate | 59.6% | 68.0%-8.3pp | 78.4%-18.8pp | 70.7%-11.1pp |
| Annual return | 16.98% | 20.70%-3.7pp | 64.17%-47.2pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,010 | $1,806-44.1% | $4,412-77.1% | $2,427-58.4% |
| Participant deferral / active EE | $6,114 | $4,081+49.8% | $6,174-1.0% | $4,046+51.1% |
| Admin fee / account holder | $2,875 | $647+344.1% | $9,807-70.7% | $626+359.0% |