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 | $104,683 | $138,065-24.2% | $123,544-15.3% | $135,375-22.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.74% | 153.68%-151.9pp | 119.20%-117.5pp | 519.73%-518.0pp |
| Employer contribution / active EE | $2,721 | $5,151-47.2% | $4,628-41.2% | $4,779-43.1% |
| Participant deferral / active EE | $6,901 | $6,799+1.5% | $6,426+7.4% | $5,609+23.0% |
| Admin fee / account holder | $55,021 | $10,916+404.0% | $9,284+492.6% | $10,827+408.2% |