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 | $108,737 | $77,899+39.6% | $149,673-27.3% | $75,163+44.7% |
| Participation rate | 62.7% | 65.6%-2.8pp | 78.8%-16.0pp | 67.2%-4.4pp |
| Annual return | 17.08% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,178 | $3,137-62.4% | $4,818-75.5% | $2,670-55.9% |
| Participant deferral / active EE | $5,997 | $3,411+75.8% | $5,680+5.6% | $4,125+45.4% |
| Admin fee / account holder | $3,919 | $5,956-34.2% | $13,210-70.3% | $5,651-30.6% |