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 | $161,843 | $89,753+80.3% | $107,525+50.5% | $84,808+90.8% |
| Participation rate | 67.2% | 68.1%-0.8pp | 75.1%-7.9pp | 68.3%-1.1pp |
| Annual return | 17.68% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,326 | $3,113-25.3% | $3,754-38.0% | $2,631-11.6% |
| Participant deferral / active EE | $5,116 | $4,056+26.1% | $5,1160% | $4,212+21.5% |
| Admin fee / account holder | $22,899 | $7,222+217.1% | $8,919+156.8% | $7,344+211.8% |