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 | $124,220 | $86,286+44.0% | $111,297+11.6% | $85,850+44.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 15.42% | 19.99%-4.6pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,497 | $2,043-26.8% | $2,731-45.2% | $2,565-41.7% |
| Participant deferral / active EE | $3,836 | $3,641+5.4% | $4,487-14.5% | $3,952-2.9% |
| Admin fee / account holder | $2,230 | $8,188-72.8% | $7,964-72.0% | $6,260-64.4% |