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 | $185,336 | $135,952+36.3% | $123,892+49.6% | $273,961-32.3% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 6.10% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,235 | $5,170-18.1% | $4,617-8.3% | $4,869-13.0% |
| Participant deferral / active EE | $3,810 | $6,343-39.9% | $5,984-36.3% | $5,287-27.9% |
| Admin fee / account holder | $47,964 | $9,817+388.6% | $8,357+473.9% | $10,132+373.4% |