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 | $235,179 | $138,347+70.0% | $184,203+27.7% | $80,856+190.9% |
| Participation rate | 60.5% | 83.9%-23.3pp | 86.8%-26.3pp | 67.6%-7.1pp |
| Annual return | 19.93% | 20.02%-0.1pp | 28.81%-8.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,782 | $4,850-63.3% | $6,427-72.3% | $2,755-35.3% |
| Participant deferral / active EE | $7,497 | $7,071+6.0% | $9,131-17.9% | $4,296+74.5% |
| Admin fee / account holder | $33,509 | $10,483+219.6% | $13,901+141.1% | $6,918+384.4% |