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 | $114,511 | $71,050+61.2% | $93,606+22.3% | $80,856+41.6% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 15.15% | 11.26%+3.9pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,658 | $1,564+6.1% | $2,420-31.5% | $2,755-39.8% |
| Participant deferral / active EE | $2,655 | $4,034-34.2% | $4,411-39.8% | $4,296-38.2% |
| Admin fee / account holder | $20,155 | $6,945+190.2% | $8,285+143.3% | $6,918+191.3% |