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 | $150,406 | $63,861+135.5% | $104,607+43.8% | $79,858+88.3% |
| Participation rate | 42.6% | 64.9%-22.3pp | 74.1%-31.4pp | 69.6%-27.0pp |
| Annual return | 13.39% | 21.30%-7.9pp | 340.46%-327.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,061 | $1,588+29.8% | $2,681-23.1% | $2,471-16.6% |
| Participant deferral / active EE | $1,112 | $2,693-58.7% | $3,740-70.3% | $3,740-70.3% |
| Admin fee / account holder | $16,513 | $4,185+294.6% | $6,473+155.1% | $5,306+211.2% |