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 | $106,761 | $84,233+26.7% | $170,442-37.4% | $70,131+52.2% |
| Participation rate | 57.9% | 70.8%-12.9pp | 83.6%-25.7pp | 69.5%-11.6pp |
| Annual return | 16.50% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,659 | $3,387-51.0% | $5,433-69.5% | $2,342-29.2% |
| Participant deferral / active EE | $4,539 | $3,086+47.1% | $4,939-8.1% | $3,332+36.2% |
| Admin fee / account holder | $16,885 | $5,698+196.3% | $13,880+21.6% | $4,645+263.5% |