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 | $114,925 | $71,050+61.8% | $93,606+22.8% | $80,856+42.1% |
| Participation rate | 52.9% | 60.4%-7.5pp | 68.7%-15.8pp | 67.6%-14.7pp |
| Annual return | 17.52% | 11.26%+6.3pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,640 | $1,564+4.9% | $2,420-32.2% | $2,755-40.5% |
| Participant deferral / active EE | $6,097 | $4,034+51.2% | $4,411+38.2% | $4,296+41.9% |
| Admin fee / account holder | $32,021 | $6,945+361.1% | $8,285+286.5% | $6,918+362.9% |