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 | $132,170 | $89,753+47.3% | $107,525+22.9% | $84,808+55.8% |
| Participation rate | 40.8% | 68.1%-27.2pp | 75.1%-34.2pp | 68.3%-27.5pp |
| Annual return | 14.84% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,945 | $3,113-37.5% | $3,754-48.2% | $2,631-26.1% |
| Participant deferral / active EE | $4,782 | $4,056+17.9% | $5,116-6.5% | $4,212+13.5% |
| Admin fee / account holder | $4,458 | $7,222-38.3% | $8,919-50.0% | $7,344-39.3% |