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 | $123,254 | $91,190+35.2% | $178,490-30.9% | $79,858+54.3% |
| Participation rate | 34.1% | 69.2%-35.1pp | 81.9%-47.8pp | 69.6%-35.5pp |
| Annual return | 10.23% | 24.19%-14.0pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,172 | $3,256-64.0% | $5,011-76.6% | $2,471-52.6% |
| Participant deferral / active EE | $5,293 | $3,236+63.6% | $5,202+1.8% | $3,740+41.5% |
| Admin fee / account holder | $25,217 | $6,751+273.5% | $13,984+80.3% | $5,306+375.2% |