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 | $111,556 | $78,705+41.7% | $117,854-5.3% | $70,131+59.1% |
| Participation rate | 56.1% | 73.2%-17.1pp | 79.7%-23.5pp | 69.5%-13.4pp |
| Annual return | 16.82% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,097 | $2,223-50.7% | $3,786-71.0% | $2,342-53.2% |
| Participant deferral / active EE | $3,633 | $3,297+10.2% | $4,482-18.9% | $3,332+9.0% |
| Admin fee / account holder | $4,249 | $5,065-16.1% | $8,020-47.0% | $4,645-8.5% |