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 | $161,611 | $65,041+148.5% | $90,951+77.7% | $79,858+102.4% |
| Participation rate | 59.6% | 61.6%-2.0pp | 69.0%-9.4pp | 69.6%-10.1pp |
| Annual return | 13.13% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,418 | $2,512-3.7% | $3,373-28.3% | $3,740-35.3% |
| Admin fee / account holder | $8,286 | $4,536+82.7% | $5,959+39.1% | $5,306+56.2% |