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 | $103,806 | $79,171+31.1% | $102,423+1.4% | $74,495+39.3% |
| Participation rate | 42.3% | 74.8%-32.5pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 15.53% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,780 | $2,362+17.7% | $3,023-8.1% | $2,623+6.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2,666 | $2,001+33.3% | $9,451-71.8% | $1,942+37.3% |