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 | $129,523 | $77,314+67.5% | $177,989-27.2% | $80,856+60.2% |
| Participation rate | 58.8% | 65.7%-6.9pp | 77.1%-18.3pp | 67.6%-8.8pp |
| Annual return | 14.34% | 18.09%-3.7pp | 294.48%-280.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,137 | $2,292-50.4% | $3,949-71.2% | $2,755-58.7% |
| Participant deferral / active EE | $4,377 | $4,411-0.8% | $6,276-30.3% | $4,296+1.9% |
| Admin fee / account holder | $3,653 | $7,191-49.2% | $10,363-64.7% | $6,918-47.2% |