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 | $108,594 | $77,314+40.5% | $177,989-39.0% | $80,856+34.3% |
| Participation rate | 52.8% | 65.7%-12.9pp | 77.1%-24.3pp | 67.6%-14.8pp |
| Annual return | 20.33% | 18.09%+2.2pp | 294.48%-274.2pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,972 | $2,292+29.7% | $3,949-24.7% | $2,755+7.9% |
| Participant deferral / active EE | $6,132 | $4,411+39.0% | $6,276-2.3% | $4,296+42.8% |
| Admin fee / account holder | $3,172 | $7,191-55.9% | $10,363-69.4% | $6,918-54.2% |