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 | $48,795+179.1% | $65,493+108.0% | $84,808+60.6% |
| Participation rate | 65.2% | 67.0%-1.8pp | 73.1%-7.9pp | 68.3%-3.1pp |
| Annual return | 18.42% | 20.20%-1.8pp | 982.45%-964.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,514 | $1,930-21.5% | $2,574-41.2% | $2,631-42.5% |
| Participant deferral / active EE | $2,707 | $2,928-7.6% | $3,961-31.7% | $4,212-35.7% |
| Admin fee / account holder | $18,242 | $3,877+370.5% | $5,028+262.8% | $7,344+148.4% |