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 | $102,430 | $78,705+30.1% | $117,854-13.1% | $70,131+46.1% |
| Participation rate | 57.5% | 73.2%-15.7pp | 79.7%-22.2pp | 69.5%-12.0pp |
| Annual return | 14.66% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $999 | $2,223-55.1% | $3,786-73.6% | $2,342-57.3% |
| Participant deferral / active EE | $3,547 | $3,297+7.6% | $4,482-20.9% | $3,332+6.5% |
| Admin fee / account holder | $1,819 | $5,065-64.1% | $8,020-77.3% | $4,645-60.8% |