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 | $178,180 | $89,753+98.5% | $107,525+65.7% | $84,808+110.1% |
| Participation rate | 56.9% | 68.1%-11.1pp | 75.1%-18.1pp | 68.3%-11.4pp |
| Annual return | 13.64% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,893 | $3,113-39.2% | $3,754-49.6% | $2,631-28.0% |
| Participant deferral / active EE | $3,864 | $4,056-4.7% | $5,116-24.5% | $4,212-8.3% |
| Admin fee / account holder | $38,295 | $7,222+430.2% | $8,919+329.4% | $7,344+421.5% |