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 | $171,615 | $91,538+87.5% | $129,995+32.0% | $75,163+128.3% |
| Participation rate | 61.8% | 71.4%-9.7pp | 78.5%-16.7pp | 67.2%-5.4pp |
| Annual return | 17.81% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,101 | $2,845+44.1% | $4,320-5.1% | $2,670+53.6% |
| Participant deferral / active EE | $5,489 | $4,341+26.5% | $5,820-5.7% | $4,125+33.1% |
| Admin fee / account holder | $1,237 | $6,790-81.8% | $10,614-88.3% | $5,651-78.1% |