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 | $123,939 | $95,266+30.1% | $82,389+50.4% | $142,382-13.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 14.57% | 25.74%-11.2pp | 28.67%-14.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,415 | $2,991-19.2% | $2,517-4.0% | $4,299-43.8% |
| Participant deferral / active EE | $5,942 | $4,809+23.6% | $4,155+43.0% | $6,507-8.7% |
| Admin fee / account holder | $24,919 | $8,563+191.0% | $7,231+244.6% | $12,624+97.4% |