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 | $105,870 | $63,861+65.8% | $104,607+1.2% | $79,858+32.6% |
| Participation rate | 58.1% | 64.9%-6.9pp | 74.1%-16.0pp | 69.6%-11.6pp |
| Annual return | 19.69% | 21.30%-1.6pp | 340.46%-320.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,770 | $1,588+11.4% | $2,681-34.0% | $2,471-28.4% |
| Participant deferral / active EE | $5,345 | $2,693+98.4% | $3,740+42.9% | $3,740+42.9% |
| Admin fee / account holder | $23,077 | $4,185+451.4% | $6,473+256.5% | $5,306+334.9% |