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 | $182,971 | $209,336-12.6% | $197,124-7.2% | $137,256+33.3% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 12.10% | 48.09%-36.0pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,583 | $6,591-76.0% | $6,227-74.6% | $4,156-61.9% |
| Participant deferral / active EE | $5,891 | $9,614-38.7% | $9,135-35.5% | $6,407-8.1% |
| Admin fee / account holder | $31,489 | $17,308+81.9% | $16,298+93.2% | $12,270+156.6% |