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 | $183,415 | $154,117+19.0% | $129,995+41.1% | $139,434+31.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 12.99% | 32.48%-19.5pp | -137.18%+150.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,234 | $5,289-76.7% | $4,320-71.4% | $4,751-74.0% |
| Participant deferral / active EE | $3,022 | $6,710-55.0% | $5,820-48.1% | $6,710-55.0% |
| Admin fee / account holder | $83,278 | $14,007+494.6% | $10,614+684.6% | $11,403+630.3% |