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 | $112,777 | $46,553+142.3% | $64,056+76.1% | $75,163+50.0% |
| Participation rate | 40.7% | 65.9%-25.2pp | 72.3%-31.6pp | 67.2%-26.5pp |
| Annual return | 15.14% | 26.03%-10.9pp | 33.69%-18.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,578 | $1,974-20.1% | $2,747-42.6% | $2,670-40.9% |
| Participant deferral / active EE | $2,980 | $2,837+5.1% | $3,880-23.2% | $4,125-27.8% |
| Admin fee / account holder | $14,096 | $2,952+377.5% | $3,068+359.4% | $5,651+149.4% |