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 | $144,702 | $77,164+87.5% | $178,014-18.7% | $80,874+78.9% |
| Participation rate | 37.0% | 65.7%-28.7pp | 77.1%-40.1pp | 67.6%-30.6pp |
| Annual return | 15.98% | 18.09%-2.1pp | 294.80%-278.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,351 | $2,288-41.0% | $3,950-65.8% | $2,756-51.0% |
| Participant deferral / active EE | $3,815 | $4,408-13.5% | $6,276-39.2% | $4,297-11.2% |
| Admin fee / account holder | $803 | $7,164-88.8% | $10,362-92.3% | $6,935-88.4% |