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 | $117,425 | $58,828+99.6% | $77,999+50.5% | $62,891+86.7% |
| Participation rate | 39.0% | 71.1%-32.0pp | 75.5%-36.5pp | 69.3%-30.3pp |
| Annual return | 5.12% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,011 | $1,672-39.5% | $2,470-59.1% | $2,281-55.7% |
| Participant deferral / active EE | $3,659 | $2,686+36.2% | $3,497+4.6% | $3,203+14.2% |
| Admin fee / account holder | $12,570 | $4,393+186.1% | $5,480+129.4% | $4,296+192.6% |