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 | $113,036 | $70,428+60.5% | $96,562+17.1% | $85,850+31.7% |
| Participation rate | 48.4% | 61.8%-13.5pp | 69.8%-21.5pp | 69.3%-21.0pp |
| Annual return | 20.25% | 18.59%+1.7pp | 37.78%-17.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,084 | $1,413-23.3% | $2,356-54.0% | $2,565-57.7% |
| Participant deferral / active EE | $4,419 | $2,894+52.7% | $3,849+14.8% | $3,952+11.8% |
| Admin fee / account holder | $12,333 | $4,997+146.8% | $6,181+99.5% | $6,260+97.0% |