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 | $83,093 | $176,056-52.8% | $159,436-47.9% | $167,490-50.4% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 12.19% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,218 | $5,297-39.3% | $4,829-33.4% | $4,837-33.5% |
| Participant deferral / active EE | $7,985 | $7,750+3.0% | $7,352+8.6% | $6,341+25.9% |
| Admin fee / account holder | $19,212 | $12,554+53.0% | $10,799+77.9% | $12,309+56.1% |