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 | $141,568 | $77,314+83.1% | $177,989-20.5% | $80,856+75.1% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 11.49% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,753 | $2,292-23.5% | $3,949-55.6% | $2,755-36.4% |
| Participant deferral / active EE | $4,638 | $4,411+5.2% | $6,276-26.1% | $4,296+8.0% |
| Admin fee / account holder | $10,840 | $7,191+50.7% | $10,363+4.6% | $6,918+56.7% |