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 7-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 | $137,855 | $114,381+20.5% | $107,525+28.2% | $142,382-3.2% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 19.07% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,490 | $4,015-62.9% | $3,754-60.3% | $4,299-65.3% |
| Participant deferral / active EE | $3,347 | $5,564-39.8% | $5,116-34.6% | $6,507-48.6% |
| Admin fee / account holder | $36,949 | $9,860+274.7% | $8,919+314.3% | $12,624+192.7% |