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 | $116,389 | $89,753+29.7% | $107,525+8.2% | $84,808+37.2% |
| Participation rate | 48.1% | 68.1%-20.0pp | 75.1%-27.0pp | 68.3%-20.2pp |
| Annual return | 13.69% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,498 | $3,113-19.8% | $3,754-33.5% | $2,631-5.1% |
| Participant deferral / active EE | $4,473 | $4,056+10.3% | $5,116-12.6% | $4,212+6.2% |
| Admin fee / account holder | $2,863 | $7,222-60.4% | $8,919-67.9% | $7,344-61.0% |