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 | $140,614 | $100,773+39.5% | $88,946+58.1% | $142,382-1.2% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.8%-26.7pp | 80.1%-38.0pp |
| Annual return | 12.27% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,898 | $2,918-35.0% | $2,555-25.7% | $4,299-55.9% |
| Participant deferral / active EE | $4,563 | $5,230-12.8% | $4,581-0.4% | $6,507-29.9% |
| Admin fee / account holder | $114,658 | $9,693+1082.9% | $8,261+1288.0% | $12,624+808.3% |