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 | $182,367 | $106,515+71.2% | $96,683+88.6% | $139,434+30.8% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 14.29% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,239 | $4,103-45.4% | $3,737-40.1% | $4,751-52.9% |
| Participant deferral / active EE | $3,765 | $5,454-31.0% | $4,878-22.8% | $6,710-43.9% |
| Admin fee / account holder | $46,015 | $7,877+484.2% | $6,730+583.8% | $11,403+303.6% |