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 | $157,021 | $88,581+77.3% | $145,661+7.8% | $74,304+111.3% |
| Participation rate | 35.5% | 64.9%-29.5pp | 77.2%-41.7pp | 60.3%-24.9pp |
| Annual return | 16.93% | 34.30%-17.4pp | 101.46%-84.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,352 | $2,612-48.2% | $4,238-68.1% | $2,241-39.7% |
| Participant deferral / active EE | $2,976 | $4,151-28.3% | $7,198-58.7% | $3,767-21.0% |
| Admin fee / account holder | $16,481 | $2,953+458.1% | $12,466+32.2% | $2,969+455.1% |