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 | $85,183 | $63,114+35.0% | $92,893-8.3% | $65,185+30.7% |
| Participation rate | 49.1% | 68.8%-19.7pp | 76.0%-26.9pp | 70.2%-21.1pp |
| Annual return | 19.32% | 28.75%-9.4pp | 109.41%-90.1pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,844 | $2,571-28.3% | $3,653-49.5% | $2,177-15.3% |
| Participant deferral / active EE | $3,195 | $3,108+2.8% | $4,236-24.6% | $3,514-9.1% |
| Admin fee / account holder | $5,080 | $624+714.7% | $5,794-12.3% | $847+499.7% |