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 | $108,971 | $52,279+108.4% | $89,391+21.9% | $79,858+36.5% |
| Participation rate | 43.2% | 57.5%-14.4pp | 68.0%-24.8pp | 69.6%-26.5pp |
| Annual return | 17.94% | 22.16%-4.2pp | 245.62%-227.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,030 | $1,572-34.4% | $2,586-60.1% | $2,471-58.3% |
| Participant deferral / active EE | $1,985 | $2,740-27.6% | $3,890-49.0% | $3,740-46.9% |
| Admin fee / account holder | $4,625 | $3,356+37.8% | $4,881-5.3% | $5,306-12.8% |