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 | $103,629 | $61,272+69.1% | $149,673-30.8% | $71,457+45.0% |
| Participation rate | 54.0% | 62.5%-8.5pp | 78.8%-24.8pp | 67.9%-14.0pp |
| Annual return | 17.83% | 35.85%-18.0pp | 134.42%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,434 | $2,378-39.7% | $4,818-70.2% | $2,588-44.6% |
| Participant deferral / active EE | $3,188 | $2,917+9.3% | $5,680-43.9% | $4,289-25.7% |
| Admin fee / account holder | $2,396 | $1,261+90.0% | $13,210-81.9% | $1,587+51.0% |