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 | $114,751 | $53,516+114.4% | $126,539-9.3% | $84,808+35.3% |
| Participation rate | 44.7% | 58.2%-13.5pp | 69.8%-25.1pp | 68.3%-23.6pp |
| Annual return | 17.60% | 58.34%-40.7pp | 425.95%-408.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $868 | $1,535-43.5% | $3,674-76.4% | $2,631-67.0% |
| Participant deferral / active EE | $2,264 | $2,671-15.2% | $4,083-44.5% | $4,212-46.2% |
| Admin fee / account holder | $17,464 | $4,497+288.4% | $6,065+188.0% | $7,344+137.8% |