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 | $113,227 | $52,353+116.3% | $120,225-5.8% | $82,448+37.3% |
| Participation rate | 22.6% | 58.3%-35.7pp | 69.6%-47.0pp | 68.1%-45.5pp |
| Annual return | 15.65% | 61.85%-46.2pp | 439.23%-423.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $666 | $1,510-55.9% | $3,475-80.8% | $2,551-73.9% |
| Participant deferral / active EE | $1,133 | $2,627-56.9% | $3,999-71.7% | $4,139-72.6% |
| Admin fee / account holder | $22,399 | $4,363+413.4% | $5,696+293.2% | $7,234+209.6% |