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 | $181,165 | $153,772+17.8% | $133,980+35.2% | $273,961-33.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 4.62% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,914 | $6,029-68.3% | $5,211-63.3% | $4,869-60.7% |
| Participant deferral / active EE | $7,596 | $6,958+9.2% | $6,282+20.9% | $5,287+43.7% |
| Admin fee / account holder | $34,452 | $11,765+192.8% | $9,324+269.5% | $10,132+240.0% |