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 | $119,353 | $58,828+102.9% | $77,999+53.0% | $62,891+89.8% |
| Participation rate | 60.6% | 71.1%-10.5pp | 75.5%-14.9pp | 69.3%-8.7pp |
| Annual return | 10.55% | 17.16%-6.6pp | 425.96%-415.4pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,174 | $1,672-29.8% | $2,470-52.5% | $2,281-48.5% |
| Participant deferral / active EE | $3,468 | $2,686+29.1% | $3,497-0.8% | $3,203+8.3% |
| Admin fee / account holder | $15,609 | $4,393+255.3% | $5,480+184.8% | $4,296+263.4% |