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 | $103,761 | $70,669+46.8% | $169,368-38.7% | $75,163+38.0% |
| Participation rate | 50.5% | 64.8%-14.2pp | 77.1%-26.6pp | 67.2%-16.6pp |
| Annual return | 19.70% | 36.36%-16.7pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,496 | $2,211-32.3% | $4,013-62.7% | $2,670-44.0% |
| Participant deferral / active EE | $3,215 | $4,311-25.4% | $6,221-48.3% | $4,125-22.1% |
| Admin fee / account holder | $5,219 | $5,402-3.4% | $9,003-42.0% | $5,651-7.6% |