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 | $133,652 | $89,355+49.6% | $141,162-5.3% | $72,985+83.1% |
| Participation rate | 51.0% | 75.1%-24.1pp | 82.5%-31.5pp | 69.5%-18.5pp |
| Annual return | 19.07% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,073 | $3,114-33.4% | $4,735-56.2% | $2,440-15.0% |
| Participant deferral / active EE | $2,502 | $5,418-53.8% | $6,709-62.7% | $3,607-30.6% |
| Admin fee / account holder | $18,542 | $5,958+211.2% | $10,261+80.7% | $5,124+261.8% |