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 | $93,011 | $77,899+19.4% | $149,673-37.9% | $75,163+23.7% |
| Participation rate | 62.9% | 65.6%-2.7pp | 78.8%-15.9pp | 67.2%-4.3pp |
| Annual return | 16.88% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $8,991 | $3,137+186.6% | $4,818+86.6% | $2,670+236.8% |
| Participant deferral / active EE | $6,368 | $3,411+86.7% | $5,680+12.1% | $4,125+54.4% |
| Admin fee / account holder | $25,727 | $5,956+331.9% | $13,210+94.8% | $5,651+355.3% |