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 | $155,853 | $102,317+52.3% | $146,958+6.1% | $80,856+92.8% |
| Participation rate | 63.7% | 75.8%-12.1pp | 82.2%-18.4pp | 67.6%-3.9pp |
| Annual return | 17.73% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $871 | $3,713-76.6% | $4,933-82.3% | $2,755-68.4% |
| Participant deferral / active EE | $6,977 | $6,644+5.0% | $8,070-13.5% | $4,296+62.4% |
| Admin fee / account holder | $14,914 | $7,941+87.8% | $12,998+14.7% | $6,918+115.6% |