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 | $165,600 | $91,538+80.9% | $129,995+27.4% | $75,163+120.3% |
| Participation rate | 29.4% | 71.4%-42.0pp | 78.5%-49.1pp | 67.2%-37.8pp |
| Annual return | 19.15% | -631.11%+650.3pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $835 | $2,845-70.6% | $4,320-80.7% | $2,670-68.7% |
| Participant deferral / active EE | $2,506 | $4,341-42.3% | $5,820-56.9% | $4,125-39.2% |
| Admin fee / account holder | $10,406 | $6,790+53.2% | $10,614-2.0% | $5,651+84.1% |