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 | $146,109 | $71,050+105.6% | $93,606+56.1% | $80,856+80.7% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.6%-14.3pp |
| Annual return | 17.13% | 11.26%+5.9pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,272 | $1,564-18.6% | $2,420-47.4% | $2,755-53.8% |
| Participant deferral / active EE | $3,358 | $4,034-16.7% | $4,411-23.9% | $4,296-21.8% |
| Admin fee / account holder | $39,304 | $6,945+465.9% | $8,285+374.4% | $6,918+468.1% |