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 | $148,851 | $157,256-5.3% | $141,162+5.4% | $152,861-2.6% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.4%-65.8pp |
| Annual return | 19.47% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,510 | $5,261-71.3% | $4,735-68.1% | $4,762-68.3% |
| Participant deferral / active EE | $4,852 | $7,109-31.8% | $6,709-27.7% | $5,850-17.1% |
| Admin fee / account holder | $46,931 | $12,120+287.2% | $10,261+357.4% | $11,596+304.7% |