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 | $209,331 | $176,377+18.7% | $134,143+56.1% | $158,922+31.7% |
| Participation rate | 16.7% | 78.7%-62.0pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 4.96% | 63.63%-58.7pp | 36.33%-31.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $983 | $5,040-80.5% | $3,704-73.5% | $4,761-79.3% |
| Participant deferral / active EE | $983 | $4,091-76.0% | $3,499-71.9% | $5,982-83.6% |
| Admin fee / account holder | $133,878 | $8,718+1435.7% | $6,684+1902.9% | $11,246+1090.5% |