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 | $111,685 | $83,369+34.0% | $105,223+6.1% | $67,986+64.3% |
| Participation rate | 54.4% | 56.3%-1.9pp | 75.0%-20.7pp | 57.2%-2.8pp |
| Annual return | 14.89% | 24.64%-9.8pp | 180.65%-165.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $878 | $2,541-65.4% | $3,689-76.2% | $2,019-56.5% |
| Participant deferral / active EE | $4,326 | $3,295+31.3% | $5,072-14.7% | $3,358+28.8% |
| Admin fee / account holder | $8,250 | $4,073+102.6% | $8,859-6.9% | $3,203+157.5% |