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 | $112,418 | $80,968+38.8% | $96,544+16.4% | $75,163+49.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 15.67% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,662 | $2,282-27.2% | $2,965-44.0% | $2,670-37.8% |
| Participant deferral / active EE | $3,655 | $3,928-6.9% | $4,851-24.6% | $4,125-11.4% |
| Admin fee / account holder | $16,215 | $6,724+141.1% | $8,252+96.5% | $5,651+186.9% |