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 | $63,703+69.4% | $93,063+16.0% | $82,448+30.9% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.1%-10.4pp |
| Annual return | 17.43% | -775.43%+792.9pp | 34.15%-16.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,843 | $1,729+6.6% | $2,476-25.6% | $2,551-27.7% |
| Participant deferral / active EE | $3,644 | $2,919+24.8% | $3,958-7.9% | $4,139-12.0% |
| Admin fee / account holder | $12,406 | $5,982+107.4% | $6,033+105.6% | $7,234+71.5% |