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 | $134,936 | $81,625+65.3% | $167,512-19.4% | $74,304+81.6% |
| Participation rate | 54.3% | 60.0%-5.7pp | 77.1%-22.8pp | 60.3%-6.1pp |
| Annual return | 17.58% | 26.09%-8.5pp | 1615.79%-1598.2pp | 29.43%-11.9pp |
| Employer contribution / active EE | $833 | $2,010-58.6% | $3,882-78.5% | $2,241-62.8% |
| Participant deferral / active EE | $2,897 | $4,115-29.6% | $6,405-54.8% | $3,767-23.1% |
| Admin fee / account holder | $5,925 | $3,474+70.5% | $9,769-39.3% | $2,969+99.6% |