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 | $81,778 | $58,828+39.0% | $77,999+4.8% | $62,891+30.0% |
| Participation rate | 45.3% | 71.1%-25.8pp | 75.5%-30.2pp | 69.3%-24.0pp |
| Annual return | 6.13% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,091 | $1,672-34.7% | $2,470-55.8% | $2,281-52.2% |
| Participant deferral / active EE | $1,296 | $2,686-51.8% | $3,497-63.0% | $3,203-59.6% |
| Admin fee / account holder | $5,279 | $4,393+20.2% | $5,480-3.7% | $4,296+22.9% |