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 | $113,350 | $88,083+28.7% | $164,813-31.2% | $74,495+52.2% |
| Participation rate | 57.4% | 73.0%-15.7pp | 78.6%-21.3pp | 67.2%-9.8pp |
| Annual return | 14.62% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,323 | $2,593-49.0% | $4,341-69.5% | $2,623-49.6% |
| Participant deferral / active EE | $5,433 | $4,498+20.8% | $6,031-9.9% | $4,346+25.0% |
| Admin fee / account holder | $4,880 | $2,234+118.5% | $12,690-61.5% | $1,942+151.3% |