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 | $107,939 | $48,335+123.3% | $121,098-10.9% | $71,457+51.1% |
| Participation rate | 48.1% | 54.3%-6.2pp | 69.5%-21.4pp | 67.9%-19.8pp |
| Annual return | 19.44% | 23.32%-3.9pp | 985.75%-966.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,544 | $1,489+3.7% | $4,164-62.9% | $2,588-40.3% |
| Participant deferral / active EE | $3,173 | $2,754+15.2% | $4,080-22.2% | $4,289-26.0% |
| Admin fee / account holder | $14,447 | $1,841+684.9% | $5,644+155.9% | $1,587+810.2% |