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 | $121,242 | $91,190+33.0% | $178,490-32.1% | $79,858+51.8% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 12.19% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,447 | $3,256-55.5% | $5,011-71.1% | $2,471-41.4% |
| Participant deferral / active EE | $6,296 | $3,236+94.6% | $5,202+21.0% | $3,740+68.3% |
| Admin fee / account holder | $12,802 | $6,751+89.6% | $13,984-8.4% | $5,306+141.3% |