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 | $100,489 | $102,317-1.8% | $146,958-31.6% | $80,856+24.3% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.2%-30.4pp | 67.6%-15.9pp |
| Annual return | 12.29% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,673 | $3,713-54.9% | $4,933-66.1% | $2,755-39.3% |
| Participant deferral / active EE | $10,219 | $6,644+53.8% | $8,070+26.6% | $4,296+137.9% |
| Admin fee / account holder | $2,312 | $7,941-70.9% | $12,998-82.2% | $6,918-66.6% |