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 | $158,318 | $39,122+304.7% | $57,179+176.9% | $62,891+151.7% |
| Participation rate | 44.7% | 70.5%-25.8pp | 75.3%-30.7pp | 69.3%-24.6pp |
| Annual return | 6.79% | 9.23%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,321 | $1,874+237.3% | $2,682+135.7% | $2,281+177.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,973 | $2,592+207.6% | $3,139+154.0% | $4,296+85.6% |