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 | $175,431 | $89,753+95.5% | $107,525+63.2% | $84,808+106.9% |
| Participation rate | 45.0% | 68.1%-23.1pp | 75.1%-30.1pp | 68.3%-23.3pp |
| Annual return | 23.27% | 29.48%-6.2pp | 181.32%-158.0pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,429 | $3,113-22.0% | $3,754-35.3% | $2,631-7.7% |
| Participant deferral / active EE | $7,540 | $4,056+85.9% | $5,116+47.4% | $4,212+79.0% |
| Admin fee / account holder | $14,923 | $7,222+106.6% | $8,919+67.3% | $7,344+103.2% |