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 | $151,002 | $74,888+101.6% | $71,209+112.1% | $142,382+6.1% |
| Participation rate | 27.8% | 76.2%-48.4pp | 73.8%-46.0pp | 80.1%-52.3pp |
| Annual return | 15.23% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $842 | $2,854-70.5% | $2,721-69.0% | $4,299-80.4% |
| Participant deferral / active EE | $4,014 | $4,454-9.9% | $4,175-3.9% | $6,507-38.3% |
| Admin fee / account holder | $83,924 | $5,568+1407.2% | $5,349+1469.0% | $12,624+564.8% |