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 | $119,694 | $94,625+26.5% | $116,228+3.0% | $84,808+41.1% |
| Participation rate | 54.0% | 70.4%-16.4pp | 74.6%-20.6pp | 68.3%-14.3pp |
| Annual return | 12.35% | 20.40%-8.1pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,831 | $2,347-22.0% | $2,994-38.9% | $2,631-30.4% |
| Participant deferral / active EE | $4,356 | $3,972+9.7% | $4,953-12.1% | $4,212+3.4% |
| Admin fee / account holder | $21,133 | $10,091+109.4% | $11,989+76.3% | $7,344+187.8% |