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 | $103,125 | $48,076+114.5% | $78,689+31.1% | $62,891+64.0% |
| Participation rate | 15.2% | 65.2%-50.1pp | 73.6%-58.4pp | 69.3%-54.2pp |
| Annual return | 7.83% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,023 | $2,015-49.2% | $2,851-64.1% | $2,281-55.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,983 | $3,207+148.9% | $4,510+77.0% | $4,296+85.9% |