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 | $90,295 | $54,705+65.1% | $71,209+26.8% | $84,808+6.5% |
| Participation rate | 49.0% | 64.1%-15.1pp | 73.8%-24.8pp | 68.3%-19.3pp |
| Annual return | 18.39% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,575 | $2,158-27.0% | $2,721-42.1% | $2,631-40.1% |
| Participant deferral / active EE | $3,592 | $3,030+18.5% | $4,175-14.0% | $4,212-14.7% |
| Admin fee / account holder | $70,975 | $4,863+1359.4% | $5,349+1226.9% | $7,344+866.5% |