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 | $97,797 | $61,272+59.6% | $149,673-34.7% | $71,457+36.9% |
| Participation rate | 60.0% | 62.5%-2.5pp | 78.8%-18.8pp | 67.9%-7.9pp |
| Annual return | 19.42% | 35.85%-16.4pp | 134.42%-115.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,890 | $2,378-20.5% | $4,818-60.8% | $2,588-27.0% |
| Participant deferral / active EE | $3,288 | $2,917+12.7% | $5,680-42.1% | $4,289-23.3% |
| Admin fee / account holder | $11,284 | $1,261+794.6% | $13,210-14.6% | $1,587+610.9% |