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 | $184,646 | $89,753+105.7% | $107,525+71.7% | $84,808+117.7% |
| Participation rate | 56.0% | 68.1%-12.1pp | 75.1%-19.1pp | 68.3%-12.3pp |
| Annual return | 14.25% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,944 | $3,113-37.6% | $3,754-48.2% | $2,631-26.1% |
| Participant deferral / active EE | $6,534 | $4,056+61.1% | $5,116+27.7% | $4,212+55.2% |
| Admin fee / account holder | $54,774 | $7,222+658.4% | $8,919+514.1% | $7,344+645.9% |