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 | $127,598 | $115,882+10.1% | $100,516+26.9% | $158,922-19.7% |
| Participation rate | 45.8% | 81.6%-35.7pp | 79.4%-33.6pp | 82.0%-36.1pp |
| Annual return | 16.59% | 34.79%-18.2pp | 30.89%-14.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,463 | $4,103-64.3% | $3,418-57.2% | $4,761-69.3% |
| Participant deferral / active EE | $4,015 | $6,674-39.8% | $6,270-36.0% | $5,982-32.9% |
| Admin fee / account holder | $42,119 | $10,995+283.1% | $8,081+421.2% | $11,246+274.5% |