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 | $169,849 | $61,774+175.0% | $97,226+74.7% | $80,856+110.1% |
| Participation rate | 63.4% | 63.5%-0.1pp | 72.7%-9.2pp | 67.6%-4.2pp |
| Annual return | 11.10% | -557.90%+569.0pp | 75.13%-64.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,373 | $1,837-25.2% | $2,729-49.7% | $2,755-50.2% |
| Participant deferral / active EE | $4,365 | $3,029+44.1% | $4,264+2.4% | $4,296+1.6% |
| Admin fee / account holder | $21,890 | $5,166+323.7% | $5,654+287.2% | $6,918+216.4% |