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 | $158,622 | $112,881+40.5% | $90,951+74.4% | $158,922-0.2% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 7.59% | 215.79%-208.2pp | 134.60%-127.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $767 | $2,893-73.5% | $2,122-63.9% | $4,761-83.9% |
| Participant deferral / active EE | $2,681 | $4,128-35.1% | $3,373-20.5% | $5,982-55.2% |
| Admin fee / account holder | $86,804 | $8,041+979.6% | $5,959+1356.8% | $11,246+671.9% |