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 | $107,009 | $77,896+37.4% | $134,172-20.2% | $82,448+29.8% |
| Participation rate | 52.2% | 62.8%-10.6pp | 72.5%-20.3pp | 68.1%-15.9pp |
| Annual return | 16.35% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,159 | $2,159-46.3% | $3,420-66.1% | $2,551-54.5% |
| Participant deferral / active EE | $4,779 | $3,162+51.1% | $4,690+1.9% | $4,139+15.4% |
| Admin fee / account holder | $28,119 | $6,336+343.8% | $12,016+134.0% | $7,234+288.7% |