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 | $108,313 | $41,078+163.7% | $80,569+34.4% | $71,457+51.6% |
| Participation rate | 41.2% | 50.2%-9.0pp | 67.0%-25.8pp | 67.9%-26.7pp |
| Annual return | 19.21% | 38.45%-19.2pp | 935.43%-916.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,232 | $1,506-18.2% | $2,723-54.8% | $2,588-52.4% |
| Participant deferral / active EE | $2,325 | $2,699-13.9% | $4,447-47.7% | $4,289-45.8% |
| Admin fee / account holder | $467 | $1,840-74.6% | $5,377-91.3% | $1,587-70.6% |