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 | $105,298 | $80,717+30.5% | $154,803-32.0% | $84,808+24.2% |
| Participation rate | 49.2% | 66.8%-17.6pp | 78.1%-28.8pp | 68.3%-19.1pp |
| Annual return | 14.44% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,477 | $2,761+25.9% | $4,305-19.2% | $2,631+32.2% |
| Participant deferral / active EE | $3,480 | $3,303+5.4% | $5,540-37.2% | $4,212-17.4% |
| Admin fee / account holder | $52,515 | $6,746+678.5% | $14,329+266.5% | $7,344+615.1% |