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 | $130,235 | $102,317+27.3% | $146,958-11.4% | $80,856+61.1% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.2%-29.5pp | 67.6%-15.0pp |
| Annual return | 13.33% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,395 | $3,713-62.4% | $4,933-71.7% | $2,755-49.4% |
| Participant deferral / active EE | $4,289 | $6,644-35.4% | $8,070-46.8% | $4,296-0.2% |
| Admin fee / account holder | $39,592 | $7,941+398.6% | $12,998+204.6% | $6,918+472.3% |