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 | $184,952 | $121,625+52.1% | $104,607+76.8% | $158,922+16.4% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 20.07% | 465.26%-445.2pp | 340.46%-320.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $384 | $3,163-87.9% | $2,681-85.7% | $4,761-91.9% |
| Participant deferral / active EE | $1,658 | $4,177-60.3% | $3,740-55.7% | $5,982-72.3% |
| Admin fee / account holder | $37,230 | $7,787+378.1% | $6,473+475.1% | $11,246+231.1% |