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 | $106,274 | $85,766+23.9% | $136,294-22.0% | $70,131+51.5% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 21.49% | 31.45%-10.0pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,434 | $5,051+27.4% | $6,247+3.0% | $3,332+93.1% |
| Admin fee / account holder | $3,516 | $5,420-35.1% | $9,243-62.0% | $4,645-24.3% |