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 | $208,748 | $115,770+80.3% | $101,248+106.2% | $158,922+31.4% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 12.72% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $833 | $4,175-80.0% | $3,660-77.2% | $4,761-82.5% |
| Participant deferral / active EE | $3,815 | $4,957-23.0% | $4,370-12.7% | $5,982-36.2% |
| Admin fee / account holder | $15,611 | $7,245+115.5% | $5,945+162.6% | $11,246+38.8% |