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 | $108,520 | $85,766+26.5% | $136,294-20.4% | $70,131+54.7% |
| Participation rate | 32.6% | 74.2%-41.6pp | 81.9%-49.4pp | 69.5%-37.0pp |
| Annual return | 15.44% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,428 | $2,966-51.9% | $4,695-69.6% | $2,342-39.0% |
| Participant deferral / active EE | $3,327 | $5,051-34.1% | $6,247-46.7% | $3,332-0.1% |
| Admin fee / account holder | $27,850 | $5,420+413.8% | $9,243+201.3% | $4,645+499.5% |