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 | $89,622 | $48,230+85.8% | $67,502+32.8% | $80,856+10.8% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.6%-6.3pp |
| Annual return | 12.19% | 18.28%-6.1pp | 3512.12%-3499.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,216 | $2,020+9.7% | $2,731-18.8% | $2,755-19.6% |
| Participant deferral / active EE | $3,560 | $2,924+21.8% | $4,000-11.0% | $4,296-17.1% |
| Admin fee / account holder | $17,691 | $3,681+380.6% | $3,998+342.5% | $6,918+155.7% |