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 | $98,368 | $72,177+36.3% | $115,037-14.5% | $59,632+65.0% |
| Participation rate | 68.9% | 72.6%-3.7pp | 81.4%-12.5pp | 68.7%+0.2pp |
| Annual return | 3.06% | 12.02%-9.0pp | 26.14%-23.1pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $789 | $2,841-72.2% | $4,608-82.9% | $2,203-64.2% |
| Participant deferral / active EE | $5,048 | $4,783+5.5% | $6,026-16.2% | $3,192+58.2% |
| Admin fee / account holder | $13,513 | $4,927+174.3% | $8,175+65.3% | $4,297+214.5% |