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 | $196,215 | $105,181+86.6% | $159,436+23.1% | $85,850+128.6% |
| Participation rate | 46.3% | 75.8%-29.4pp | 82.8%-36.5pp | 69.3%-23.0pp |
| Annual return | 15.47% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,876 | $3,318-43.5% | $4,829-61.2% | $2,565-26.9% |
| Participant deferral / active EE | $3,929 | $5,945-33.9% | $7,352-46.6% | $3,952-0.6% |
| Admin fee / account holder | $10,724 | $6,933+54.7% | $10,799-0.7% | $6,260+71.3% |