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 | $101,338 | $72,177+40.4% | $115,037-11.9% | $59,632+69.9% |
| Participation rate | 54.7% | 72.6%-17.8pp | 81.4%-26.6pp | 68.7%-14.0pp |
| Annual return | 2.24% | 12.02%-9.8pp | 26.14%-23.9pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $823 | $2,841-71.0% | $4,608-82.1% | $2,203-62.6% |
| Participant deferral / active EE | $5,215 | $4,783+9.0% | $6,026-13.5% | $3,192+63.4% |
| Admin fee / account holder | $7,959 | $4,927+61.5% | $8,175-2.6% | $4,297+85.2% |