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 | $144,139 | $93,571+54.0% | $135,903+6.1% | $75,163+91.8% |
| Participation rate | 44.7% | 75.2%-30.4pp | 81.9%-37.2pp | 67.2%-22.5pp |
| Annual return | 15.87% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,090 | $3,537-12.6% | $4,856-36.4% | $2,670+15.7% |
| Participant deferral / active EE | $4,342 | $6,404-32.2% | $7,758-44.0% | $4,125+5.3% |
| Admin fee / account holder | $25,588 | $6,975+266.8% | $10,762+137.8% | $5,651+352.8% |