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 | $121,241 | $86,944+39.4% | $107,525+12.8% | $74,304+63.2% |
| Participation rate | 66.3% | 59.6%+6.8pp | 75.1%-8.7pp | 60.3%+6.0pp |
| Annual return | 17.46% | 23.52%-6.1pp | 181.32%-163.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,339 | $2,757-51.4% | $3,754-64.3% | $2,241-40.3% |
| Participant deferral / active EE | $6,167 | $3,554+73.5% | $5,116+20.6% | $3,767+63.7% |
| Admin fee / account holder | $10,111 | $3,727+171.3% | $8,919+13.4% | $2,969+240.6% |