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 | $106,387 | $71,050+49.7% | $93,606+13.7% | $80,856+31.6% |
| Participation rate | 45.1% | 60.4%-15.3pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 11.23% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,307 | $1,564-16.4% | $2,420-46.0% | $2,755-52.6% |
| Participant deferral / active EE | $4,797 | $4,034+18.9% | $4,411+8.7% | $4,296+11.7% |
| Admin fee / account holder | $8,195 | $6,945+18.0% | $8,285-1.1% | $6,918+18.5% |