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 | $97,249 | $53,777+80.8% | $134,143-27.5% | $79,858+21.8% |
| Participation rate | 37.7% | 58.8%-21.1pp | 72.2%-34.5pp | 69.6%-32.0pp |
| Annual return | 12.26% | 19.01%-6.7pp | 36.33%-24.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,620 | $1,321+22.6% | $3,704-56.3% | $2,471-34.4% |
| Participant deferral / active EE | $3,093 | $2,420+27.8% | $3,499-11.6% | $3,740-17.3% |
| Admin fee / account holder | $11,780 | $3,984+195.7% | $6,684+76.2% | $5,306+122.0% |