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 | $153,991 | $99,985+54.0% | $146,665+5.0% | $85,850+79.4% |
| Participation rate | 52.6% | 73.1%-20.4pp | 80.1%-27.4pp | 69.3%-16.7pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $808 | $2,559-68.4% | $4,136-80.5% | $2,565-68.5% |
| Participant deferral / active EE | $3,251 | $4,006-18.8% | $5,506-41.0% | $3,952-17.7% |
| Admin fee / account holder | $41,803 | $7,702+442.7% | $10,280+306.7% | $6,260+567.8% |