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 | $119,918 | $76,670+56.4% | $96,683+24.0% | $71,457+67.8% |
| Participation rate | 42.9% | 66.6%-23.6pp | 74.3%-31.4pp | 67.9%-25.0pp |
| Annual return | 16.51% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,651 | $3,031-45.5% | $3,737-55.8% | $2,588-36.2% |
| Participant deferral / active EE | $3,789 | $3,771+0.5% | $4,878-22.3% | $4,289-11.6% |
| Admin fee / account holder | $25,076 | $2,028+1136.4% | $6,730+272.6% | $1,587+1479.8% |