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 | $158,388 | $109,327+44.9% | $89,391+77.2% | $158,922-0.3% |
| Participation rate | 60.9% | 74.3%-13.4pp | 68.0%-7.1pp | 82.0%-21.1pp |
| Annual return | 16.28% | 345.68%-329.4pp | 245.62%-229.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,117 | $3,170-33.2% | $2,586-18.1% | $4,761-55.5% |
| Participant deferral / active EE | $4,444 | $4,598-3.4% | $3,890+14.2% | $5,982-25.7% |
| Admin fee / account holder | $9,642 | $6,153+56.7% | $4,881+97.5% | $11,246-14.3% |