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 | $116,252 | $70,669+64.5% | $169,368-31.4% | $75,163+54.7% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.1%-17.9pp | 67.2%-7.9pp |
| Annual return | 29.21% | 36.36%-7.1pp | 405.60%-376.4pp | 160.62%-131.4pp |
| Employer contribution / active EE | $2,135 | $2,211-3.4% | $4,013-46.8% | $2,670-20.0% |
| Participant deferral / active EE | $5,205 | $4,311+20.7% | $6,221-16.3% | $4,125+26.2% |
| Admin fee / account holder | $1,925 | $5,402-64.4% | $9,003-78.6% | $5,651-65.9% |