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 | $147,057 | $80,731+82.2% | $103,374+42.3% | $74,546+97.3% |
| Participation rate | 53.0% | 65.7%-12.7pp | 74.5%-21.5pp | 67.2%-14.2pp |
| Annual return | 13.78% | 27.56%-13.8pp | 24.89%-11.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $793 | $3,158-74.9% | $3,869-79.5% | $2,624-69.8% |
| Participant deferral / active EE | $5,257 | $3,860+36.2% | $5,058+3.9% | $4,347+20.9% |
| Admin fee / account holder | $11,317 | $2,369+377.8% | $8,394+34.8% | $1,944+482.3% |