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 | $100,697 | $79,171+27.2% | $102,423-1.7% | $74,495+35.2% |
| Participation rate | 62.1% | 74.8%-12.7pp | 76.5%-14.4pp | 67.2%-5.1pp |
| Annual return | 14.04% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $868 | $2,362-63.2% | $3,023-71.3% | $2,623-66.9% |
| Participant deferral / active EE | $2,858 | $4,415-35.3% | $5,053-43.4% | $4,346-34.2% |
| Admin fee / account holder | $16,003 | $2,001+699.9% | $9,451+69.3% | $1,942+724.1% |