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 | $126,561 | $69,515+82.1% | $86,874+45.7% | $85,850+47.4% |
| Participation rate | 42.3% | 66.3%-24.0pp | 71.6%-29.3pp | 69.3%-27.0pp |
| Annual return | 15.23% | 20.12%-4.9pp | 63.52%-48.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,413 | $1,880-24.8% | $2,495-43.4% | $2,565-44.9% |
| Participant deferral / active EE | $2,660 | $2,919-8.9% | $3,699-28.1% | $3,952-32.7% |
| Admin fee / account holder | $7,812 | $5,972+30.8% | $5,828+34.0% | $6,260+24.8% |