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 | $112,574 | $53,053+112.2% | $126,539-11.0% | $74,304+51.5% |
| Participation rate | 43.3% | 48.0%-4.7pp | 69.8%-26.5pp | 60.3%-17.0pp |
| Annual return | 13.68% | 29.46%-15.8pp | 425.95%-412.3pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,177 | $1,168+86.5% | $3,674-40.7% | $2,241-2.9% |
| Participant deferral / active EE | $3,463 | $2,303+50.4% | $4,083-15.2% | $3,767-8.1% |
| Admin fee / account holder | $16,215 | $3,698+338.5% | $6,065+167.4% | $2,969+446.2% |