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 | $124,010 | $51,576+140.4% | $129,207-4.0% | $80,856+53.4% |
| Participation rate | 46.3% | 57.0%-10.7pp | 69.6%-23.3pp | 67.6%-21.4pp |
| Annual return | 11.82% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $727 | $1,584-54.1% | $4,153-82.5% | $2,755-73.6% |
| Participant deferral / active EE | $3,366 | $2,669+26.1% | $4,168-19.2% | $4,296-21.6% |
| Admin fee / account holder | $7,842 | $4,305+82.2% | $7,715+1.7% | $6,918+13.4% |