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 | $108,187 | $138,347-21.8% | $184,203-41.3% | $80,856+33.8% |
| Participation rate | 58.0% | 83.9%-25.9pp | 86.8%-28.8pp | 67.6%-9.7pp |
| Annual return | 18.27% | 20.02%-1.7pp | 28.81%-10.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $7,657 | $4,850+57.9% | $6,427+19.1% | $2,755+178.0% |
| Participant deferral / active EE | $7,285 | $7,071+3.0% | $9,131-20.2% | $4,296+69.6% |
| Admin fee / account holder | $32,000 | $10,483+205.2% | $13,901+130.2% | $6,918+362.6% |