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 | $102,247 | $66,402+54.0% | $109,895-7.0% | $85,850+19.1% |
| Participation rate | 57.7% | 63.9%-6.2pp | 74.2%-16.5pp | 69.3%-11.6pp |
| Annual return | 12.61% | 19.59%-7.0pp | 29.45%-16.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,986 | $1,687+17.7% | $2,842-30.1% | $2,565-22.6% |
| Participant deferral / active EE | $3,711 | $2,842+30.6% | $4,048-8.3% | $3,952-6.1% |
| Admin fee / account holder | $17,555 | $4,557+285.2% | $6,066+189.4% | $6,260+180.4% |