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 | $116,617 | $91,190+27.9% | $178,490-34.7% | $79,858+46.0% |
| Participation rate | 55.3% | 69.2%-13.9pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 20.24% | 24.19%-4.0pp | 151.07%-130.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $600 | $3,256-81.6% | $5,011-88.0% | $2,471-75.7% |
| Participant deferral / active EE | $2,720 | $3,236-15.9% | $5,202-47.7% | $3,740-27.3% |
| Admin fee / account holder | $5,030 | $6,751-25.5% | $13,984-64.0% | $5,306-5.2% |