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 | $228,672 | $89,753+154.8% | $107,525+112.7% | $84,808+169.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 14.35% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,105 | $3,113-64.5% | $3,754-70.6% | $2,631-58.0% |
| Participant deferral / active EE | $3,427 | $4,056-15.5% | $5,116-33.0% | $4,212-18.6% |
| Admin fee / account holder | $10,986 | $7,222+52.1% | $8,919+23.2% | $7,344+49.6% |