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 | $142,431 | $80,717+76.5% | $154,803-8.0% | $84,808+67.9% |
| Participation rate | 51.3% | 66.8%-15.5pp | 78.1%-26.8pp | 68.3%-17.0pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,615 | $2,761-41.5% | $4,305-62.5% | $2,631-38.6% |
| Participant deferral / active EE | $3,606 | $3,303+9.2% | $5,540-34.9% | $4,212-14.4% |
| Admin fee / account holder | $34,658 | $6,746+413.8% | $14,329+141.9% | $7,344+371.9% |