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 | $107,924 | $64,839+66.4% | $95,585+12.9% | $84,808+27.3% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.3%-10.6pp |
| Annual return | 17.43% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,843 | $1,759+4.8% | $2,527-27.0% | $2,631-29.9% |
| Participant deferral / active EE | $3,644 | $2,965+22.9% | $4,023-9.4% | $4,212-13.5% |
| Admin fee / account holder | $12,406 | $5,964+108.0% | $6,127+102.5% | $7,344+68.9% |