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 | $108,718 | $89,753+21.1% | $107,525+1.1% | $84,808+28.2% |
| Participation rate | 61.2% | 68.1%-6.9pp | 75.1%-13.9pp | 68.3%-7.1pp |
| Annual return | 14.77% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,435 | $3,113+74.6% | $3,754+44.8% | $2,631+106.6% |
| Participant deferral / active EE | $5,917 | $4,056+45.9% | $5,116+15.7% | $4,212+40.5% |
| Admin fee / account holder | $3,851 | $7,222-46.7% | $8,919-56.8% | $7,344-47.6% |