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 | $99,152 | $67,984+45.8% | $65,493+51.4% | $74,304+33.4% |
| Participation rate | 39.7% | 66.3%-26.7pp | 73.1%-33.4pp | 60.3%-20.7pp |
| Annual return | 18.32% | 19.87%-1.5pp | 982.45%-964.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,244 | $2,491-50.1% | $2,574-51.7% | $2,241-44.5% |
| Participant deferral / active EE | $3,548 | $3,346+6.0% | $3,961-10.4% | $3,767-5.8% |
| Admin fee / account holder | $1,373 | $1,3730% | $5,028-72.7% | $2,969-53.7% |