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 | $149,625 | $95,416+56.8% | $185,823-19.5% | $85,850+74.3% |
| Participation rate | 67.1% | 68.8%-1.6pp | 81.7%-14.6pp | 69.3%-2.2pp |
| Annual return | 14.54% | 23.59%-9.0pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,701 | $3,314-48.7% | $5,167-67.1% | $2,565-33.7% |
| Participant deferral / active EE | $3,914 | $3,423+14.3% | $5,568-29.7% | $3,952-0.9% |
| Admin fee / account holder | $33,415 | $7,213+363.3% | $16,237+105.8% | $6,260+433.8% |