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 | $106,860 | $70,669+51.2% | $169,368-36.9% | $75,163+42.2% |
| Participation rate | 39.3% | 64.8%-25.5pp | 77.1%-37.9pp | 67.2%-27.9pp |
| Annual return | 22.89% | 36.36%-13.5pp | 405.60%-382.7pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,419 | $2,211-35.8% | $4,013-64.6% | $2,670-46.9% |
| Participant deferral / active EE | $2,776 | $4,311-35.6% | $6,221-55.4% | $4,125-32.7% |
| Admin fee / account holder | $12,634 | $5,402+133.9% | $9,003+40.3% | $5,651+123.6% |