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 | $76,407+38.0% | $150,298-29.9% | $82,448+27.9% |
| Participation rate | 52.9% | 66.4%-13.5pp | 77.8%-24.8pp | 68.1%-15.1pp |
| Annual return | 17.26% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,150 | $2,614-17.8% | $4,154-48.2% | $2,551-15.7% |
| Participant deferral / active EE | $3,856 | $3,214+20.0% | $5,453-29.3% | $4,139-6.8% |
| Admin fee / account holder | $1,765 | $6,352-72.2% | $14,116-87.5% | $7,234-75.6% |