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 | $101,995 | $183,519-44.4% | $155,509-34.4% | $145,922-30.1% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 12.00% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,713 | $5,313+7.5% | $4,672+22.3% | $4,660+22.6% |
| Participant deferral / active EE | $4,839 | $6,462-25.1% | $5,626-14.0% | $6,688-27.6% |
| Admin fee / account holder | $9,222 | $19,313-52.3% | $15,912-42.0% | $13,397-31.2% |