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 | $241,367 | $153,772+57.0% | $133,980+80.2% | $273,961-11.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 8.31% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,592 | $6,029-73.6% | $5,211-69.5% | $4,869-67.3% |
| Participant deferral / active EE | $5,850 | $6,958-15.9% | $6,282-6.9% | $5,287+10.6% |
| Admin fee / account holder | $42,517 | $11,765+261.4% | $9,324+356.0% | $10,132+319.6% |