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 | $110,906 | $70,428+57.5% | $96,562+14.9% | $85,850+29.2% |
| Participation rate | 50.7% | 61.8%-11.1pp | 69.8%-19.1pp | 69.3%-18.6pp |
| Annual return | 15.73% | 18.59%-2.9pp | 37.78%-22.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,540 | $1,413+9.0% | $2,356-34.7% | $2,565-40.0% |
| Participant deferral / active EE | $2,557 | $2,894-11.6% | $3,849-33.6% | $3,952-35.3% |
| Admin fee / account holder | $2,639 | $4,997-47.2% | $6,181-57.3% | $6,260-57.8% |