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 | $193,301 | $110,257+75.3% | $96,544+100.2% | $139,434+38.6% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 13.47% | 26.32%-12.8pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,196 | $3,620-67.0% | $2,965-59.7% | $4,751-74.8% |
| Participant deferral / active EE | $5,106 | $5,548-8.0% | $4,851+5.3% | $6,710-23.9% |
| Admin fee / account holder | $82,889 | $11,591+615.1% | $8,252+904.4% | $11,403+626.9% |