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 | $187,666 | $81,632+129.9% | $70,449+166.4% | $158,922+18.1% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.1%-39.8pp | 82.0%-46.7pp |
| Annual return | 30.74% | 208.40%-177.7pp | 109.03%-78.3pp | 302.83%-272.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,681 | $4,554-19.2% | $3,709-0.7% | $5,982-38.5% |
| Admin fee / account holder | $2,970 | $6,193-52.0% | $3,845-22.8% | $11,246-73.6% |