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 | $171,537 | $98,240+74.6% | $82,313+108.4% | $147,584+16.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 19.01% | 30.85%-11.8pp | 25.88%-6.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,496 | $3,192-21.8% | $2,428+2.8% | $4,876-48.8% |
| Participant deferral / active EE | $5,446 | $4,383+24.2% | $3,706+46.9% | $5,439+0.1% |
| Admin fee / account holder | $14,148 | $8,563+65.2% | $5,608+152.3% | $10,885+30.0% |