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 | $168,074 | $89,753+87.3% | $107,525+56.3% | $84,808+98.2% |
| Participation rate | 39.3% | 68.1%-28.8pp | 75.1%-35.8pp | 68.3%-29.0pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,368 | $3,113-56.1% | $3,754-63.6% | $2,631-48.0% |
| Participant deferral / active EE | $3,215 | $4,056-20.7% | $5,116-37.2% | $4,212-23.7% |
| Admin fee / account holder | $4,182 | $7,222-42.1% | $8,919-53.1% | $7,344-43.1% |