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 | $169,340 | $78,422+115.9% | $95,952+76.5% | $79,858+112.1% |
| Participation rate | 61.4% | 73.5%-12.1pp | 77.1%-15.7pp | 69.6%-8.3pp |
| Annual return | 17.05% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,802 | $1,945-7.3% | $2,541-29.1% | $2,471-27.1% |
| Participant deferral / active EE | $3,584 | $3,440+4.2% | $4,167-14.0% | $3,740-4.2% |
| Admin fee / account holder | $39,017 | $5,622+594.0% | $6,795+474.2% | $5,306+635.3% |