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 | $160,397 | $88,672+80.9% | $105,223+52.4% | $82,448+94.5% |
| Participation rate | 34.1% | 67.9%-33.8pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 15.83% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,388 | $3,048-54.5% | $3,689-62.4% | $2,551-45.6% |
| Participant deferral / active EE | $2,294 | $4,036-43.2% | $5,072-54.8% | $4,139-44.6% |
| Admin fee / account holder | $2,204 | $7,146-69.2% | $8,859-75.1% | $7,234-69.5% |