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 | $121,048 | $105,181+15.1% | $159,436-24.1% | $85,850+41.0% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.8%-34.8pp | 69.3%-21.3pp |
| Annual return | 15.23% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,780 | $3,318-16.2% | $4,829-42.4% | $2,565+8.4% |
| Participant deferral / active EE | $5,201 | $5,945-12.5% | $7,352-29.3% | $3,952+31.6% |
| Admin fee / account holder | $5,475 | $6,933-21.0% | $10,799-49.3% | $6,260-12.5% |