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 | $106,575 | $77,164+38.1% | $178,014-40.1% | $80,874+31.8% |
| Participation rate | 54.3% | 65.7%-11.4pp | 77.1%-22.7pp | 67.6%-13.3pp |
| Annual return | 16.98% | 18.09%-1.1pp | 294.80%-277.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $2,570 | $2,288+12.3% | $3,950-34.9% | $2,756-6.7% |
| Participant deferral / active EE | $5,889 | $4,408+33.6% | $6,276-6.2% | $4,297+37.0% |
| Admin fee / account holder | $8,311 | $7,164+16.0% | $10,362-19.8% | $6,935+19.8% |