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 | $144,012 | $91,190+57.9% | $178,490-19.3% | $79,858+80.3% |
| Participation rate | 48.0% | 69.2%-21.2pp | 81.9%-33.9pp | 69.6%-21.6pp |
| Annual return | 10.36% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,013 | $3,256-38.2% | $5,011-59.8% | $2,471-18.5% |
| Participant deferral / active EE | $4,615 | $3,236+42.6% | $5,202-11.3% | $3,740+23.4% |
| Admin fee / account holder | $4,372 | $6,751-35.2% | $13,984-68.7% | $5,306-17.6% |