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 | $200,041 | $100,970+98.1% | $96,576+107.1% | $137,256+45.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 21.09% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,016 | $3,809-73.3% | $3,553-71.4% | $4,156-75.5% |
| Participant deferral / active EE | $6,608 | $8,286-20.3% | $7,956-17.0% | $6,407+3.1% |
| Admin fee / account holder | $4,472 | $11,312-60.5% | $11,381-60.7% | $12,270-63.6% |