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 | $109,662 | $77,314+41.8% | $177,989-38.4% | $80,856+35.6% |
| Participation rate | 44.9% | 65.7%-20.8pp | 77.1%-32.2pp | 67.6%-22.7pp |
| Annual return | 17.61% | 18.09%-0.5pp | 294.48%-276.9pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,659 | $2,292-27.6% | $3,949-58.0% | $2,755-39.8% |
| Participant deferral / active EE | $2,307 | $4,411-47.7% | $6,276-63.2% | $4,296-46.3% |
| Admin fee / account holder | $22,453 | $7,191+212.2% | $10,363+116.7% | $6,918+224.6% |