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 | $116,697 | $83,369+40.0% | $105,223+10.9% | $67,986+71.6% |
| Participation rate | 49.6% | 56.3%-6.7pp | 75.0%-25.5pp | 57.2%-7.6pp |
| Annual return | 17.33% | 24.64%-7.3pp | 180.65%-163.3pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,141 | $2,541-15.7% | $3,689-42.0% | $2,019+6.0% |
| Participant deferral / active EE | $4,365 | $3,295+32.5% | $5,072-13.9% | $3,358+30.0% |
| Admin fee / account holder | $7,690 | $4,073+88.8% | $8,859-13.2% | $3,203+140.1% |