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 | $111,673 | $56,317+98.3% | $71,209+56.8% | $74,304+50.3% |
| Participation rate | 37.9% | 55.1%-17.2pp | 73.8%-35.9pp | 60.3%-22.5pp |
| Annual return | 14.57% | 42.83%-28.3pp | 282.51%-267.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,243 | $2,160-42.5% | $2,721-54.3% | $2,241-44.6% |
| Participant deferral / active EE | $2,506 | $2,788-10.1% | $4,175-40.0% | $3,767-33.5% |
| Admin fee / account holder | $3,388 | $2,290+48.0% | $5,349-36.7% | $2,969+14.1% |