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 | $111,024 | $80,717+37.5% | $154,803-28.3% | $84,808+30.9% |
| Participation rate | 44.3% | 66.8%-22.5pp | 78.1%-33.8pp | 68.3%-24.0pp |
| Annual return | 16.50% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,607 | $2,761-41.8% | $4,305-62.7% | $2,631-38.9% |
| Participant deferral / active EE | $3,330 | $3,303+0.8% | $5,540-39.9% | $4,212-20.9% |
| Admin fee / account holder | $2,429 | $6,746-64.0% | $14,329-83.0% | $7,344-66.9% |