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 | $140,309 | $95,803+46.5% | $113,168+24.0% | $84,808+65.4% |
| Participation rate | 46.9% | 72.9%-26.0pp | 76.6%-29.7pp | 68.3%-21.4pp |
| Annual return | 13.07% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,085 | $2,360-54.0% | $2,975-63.5% | $2,631-58.8% |
| Participant deferral / active EE | $2,288 | $4,242-46.1% | $5,107-55.2% | $4,212-45.7% |
| Admin fee / account holder | $13,319 | $8,989+48.2% | $12,068+10.4% | $7,344+81.4% |