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 | $123,723 | $49,922+147.8% | $80,569+53.6% | $75,163+64.6% |
| Participation rate | 42.6% | 55.3%-12.7pp | 67.0%-24.4pp | 67.2%-24.6pp |
| Annual return | 17.13% | 34.69%-17.6pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,143 | $1,698-32.7% | $2,723-58.0% | $2,670-57.2% |
| Participant deferral / active EE | $2,846 | $2,990-4.8% | $4,447-36.0% | $4,125-31.0% |
| Admin fee / account holder | $19,403 | $3,577+442.4% | $5,377+260.8% | $5,651+243.4% |