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 | $124,945 | $85,022+47.0% | $70,515+77.2% | $139,434-10.4% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 16.67% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,557 | $3,909-60.2% | $2,973-47.6% | $4,751-67.2% |
| Participant deferral / active EE | $4,124 | $5,890-30.0% | $4,567-9.7% | $6,710-38.5% |
| Admin fee / account holder | $43,829 | $8,906+392.1% | $6,412+583.5% | $11,403+284.4% |