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 | $187,787 | $115,770+62.2% | $101,248+85.5% | $158,922+18.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.78% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,745 | $4,175-58.2% | $3,660-52.3% | $4,761-63.4% |
| Participant deferral / active EE | $4,181 | $4,957-15.7% | $4,370-4.3% | $5,982-30.1% |
| Admin fee / account holder | $18,004 | $7,245+148.5% | $5,945+202.8% | $11,246+60.1% |