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 | $104,836 | $87,013+20.5% | $106,213-1.3% | $80,856+29.7% |
| Participation rate | 53.3% | 70.4%-17.1pp | 75.3%-21.9pp | 67.6%-14.3pp |
| Annual return | 20.07% | 17.05%+3.0pp | 116.14%-96.1pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,057 | $2,395-55.9% | $3,171-66.7% | $2,755-61.6% |
| Participant deferral / active EE | $1,834 | $3,986-54.0% | $5,016-63.4% | $4,296-57.3% |
| Admin fee / account holder | $34,074 | $8,431+304.1% | $11,033+208.8% | $6,918+392.5% |