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 | $182,651 | $95,416+91.4% | $185,823-1.7% | $85,850+112.8% |
| Participation rate | 69.3% | 68.8%+0.6pp | 81.7%-12.4pp | 69.3%0pp |
| Annual return | 12.49% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.0pp |
| Employer contribution / active EE | $522 | $3,314-84.3% | $5,167-89.9% | $2,565-79.7% |
| Participant deferral / active EE | $5,587 | $3,423+63.2% | $5,568+0.3% | $3,952+41.4% |
| Admin fee / account holder | $54,347 | $7,213+653.5% | $16,237+234.7% | $6,260+768.2% |