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 | $105,420 | $80,717+30.6% | $154,803-31.9% | $84,808+24.3% |
| Participation rate | 52.9% | 66.8%-13.9pp | 78.1%-25.1pp | 68.3%-15.4pp |
| Annual return | 17.26% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,150 | $2,761-22.1% | $4,305-50.1% | $2,631-18.3% |
| Participant deferral / active EE | $3,856 | $3,303+16.7% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $1,765 | $6,746-73.8% | $14,329-87.7% | $7,344-76.0% |