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 | $106,596 | $46,674+128.4% | $117,472-9.3% | $68,494+55.6% |
| Participation rate | 47.5% | 56.8%-9.2pp | 70.6%-23.0pp | 67.9%-20.3pp |
| Annual return | 9.25% | -14.52%+23.8pp | 29.74%-20.5pp | -7.84%+17.1pp |
| Employer contribution / active EE | $1,048 | $1,505-30.3% | $4,176-74.9% | $2,596-59.6% |
| Participant deferral / active EE | $2,909 | $2,636+10.4% | $4,070-28.5% | $4,027-27.8% |
| Admin fee / account holder | $8,844 | $4,020+120.0% | $5,645+56.7% | $5,403+63.7% |