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 | $136,208 | $47,479+186.9% | $62,929+116.4% | $82,448+65.2% |
| Participation rate | 65.2% | 66.9%-1.7pp | 73.1%-7.9pp | 68.1%-2.9pp |
| Annual return | 18.42% | 20.34%-1.9pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,514 | $1,885-19.7% | $2,505-39.6% | $2,551-40.7% |
| Participant deferral / active EE | $2,707 | $2,870-5.7% | $3,888-30.4% | $4,139-34.6% |
| Admin fee / account holder | $18,242 | $3,804+379.6% | $5,065+260.2% | $7,234+152.2% |