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 | $138,592 | $98,750+40.3% | $149,696-7.4% | $79,858+73.5% |
| Participation rate | 53.6% | 75.8%-22.2pp | 82.5%-28.9pp | 69.6%-16.1pp |
| Annual return | 18.55% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,957 | $3,216-39.2% | $4,644-57.9% | $2,471-20.8% |
| Participant deferral / active EE | $5,300 | $5,680-6.7% | $6,842-22.5% | $3,740+41.7% |
| Admin fee / account holder | $3,904 | $6,053-35.5% | $9,309-58.1% | $5,306-26.4% |