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 | $214,747 | $93,571+129.5% | $135,903+58.0% | $75,163+185.7% |
| Participation rate | 48.3% | 75.2%-26.9pp | 81.9%-33.6pp | 67.2%-18.9pp |
| Annual return | 18.87% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,336 | $6,404-16.7% | $7,758-31.2% | $4,125+29.3% |
| Admin fee / account holder | $45,119 | $6,975+546.8% | $10,762+319.2% | $5,651+698.4% |