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 | $152,229 | $104,664+45.4% | $85,682+77.7% | $167,490-9.1% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.9%-7.4pp | 82.1%-19.6pp |
| Annual return | 9.45% | 21.45%-12.0pp | 21.49%-12.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,474 | $3,337-55.8% | $2,618-43.7% | $4,837-69.5% |
| Participant deferral / active EE | $2,526 | $4,824-47.6% | $3,923-35.6% | $6,341-60.2% |
| Admin fee / account holder | $51,714 | $10,032+415.5% | $6,873+652.4% | $12,309+320.1% |