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 | $110,735 | $91,760+20.7% | $156,181-29.1% | $67,986+62.9% |
| Participation rate | 47.7% | 65.0%-17.3pp | 78.8%-31.1pp | 57.2%-9.5pp |
| Annual return | 13.98% | 18.14%-4.2pp | 64.87%-50.9pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,292 | $2,419-46.6% | $4,294-69.9% | $2,019-36.0% |
| Participant deferral / active EE | $2,607 | $3,960-34.2% | $6,132-57.5% | $3,358-22.4% |
| Admin fee / account holder | $24,678 | $3,949+525.0% | $14,586+69.2% | $3,203+670.4% |