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 | $249,596 | $124,425+100.6% | $112,040+122.8% | $137,256+81.8% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.5%-20.2pp | 80.0%-23.7pp |
| Annual return | 16.35% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,040 | $3,411-69.5% | $2,954-64.8% | $4,156-75.0% |
| Participant deferral / active EE | $5,039 | $5,718-11.9% | $5,098-1.1% | $6,407-21.3% |
| Admin fee / account holder | $20,580 | $15,207+35.3% | $12,098+70.1% | $12,270+67.7% |