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 | $121,773 | $91,552+33.0% | $133,956-9.1% | $79,858+52.5% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.4pp |
| Annual return | 12.30% | 61.85%-49.5pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,505 | $2,384-36.8% | $3,919-61.6% | $2,471-39.1% |
| Participant deferral / active EE | $7,040 | $3,733+88.6% | $5,048+39.5% | $3,740+88.2% |
| Admin fee / account holder | $43,867 | $6,321+594.0% | $8,927+391.4% | $5,306+726.7% |