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 | $177,998 | $98,750+80.3% | $149,696+18.9% | $79,858+122.9% |
| Participation rate | 38.3% | 75.8%-37.4pp | 82.5%-44.1pp | 69.6%-31.3pp |
| Annual return | 19.28% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,160 | $3,216-63.9% | $4,644-75.0% | $2,471-53.1% |
| Participant deferral / active EE | $2,980 | $5,680-47.5% | $6,842-56.4% | $3,740-20.3% |
| Admin fee / account holder | $12,118 | $6,053+100.2% | $9,309+30.2% | $5,306+128.4% |