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 | $223,871 | $49,922+348.4% | $80,569+177.9% | $75,163+197.8% |
| Participation rate | 52.8% | 55.3%-2.5pp | 67.0%-14.2pp | 67.2%-14.4pp |
| Annual return | 19.48% | 34.69%-15.2pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,295 | $1,698-23.7% | $2,723-52.4% | $2,670-51.5% |
| Participant deferral / active EE | $3,005 | $2,990+0.5% | $4,447-32.4% | $4,125-27.1% |
| Admin fee / account holder | $6,212 | $3,577+73.7% | $5,377+15.5% | $5,651+9.9% |