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 | $96,506 | $65,365+47.6% | $92,893+3.9% | $72,985+32.2% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.0%-16.6pp | 69.5%-10.1pp |
| Annual return | 22.79% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,840 | $2,594-29.1% | $3,653-49.6% | $2,440-24.6% |
| Participant deferral / active EE | $1,629 | $3,128-47.9% | $4,236-61.5% | $3,607-54.8% |
| Admin fee / account holder | $13,709 | $4,251+222.5% | $5,794+136.6% | $5,124+167.5% |