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 | $146,140 | $86,944+68.1% | $107,525+35.9% | $74,304+96.7% |
| Participation rate | 48.8% | 59.6%-10.7pp | 75.1%-26.3pp | 60.3%-11.5pp |
| Annual return | 16.60% | 23.52%-6.9pp | 181.32%-164.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,304 | $2,757-52.7% | $3,754-65.3% | $2,241-41.8% |
| Participant deferral / active EE | $4,729 | $3,554+33.1% | $5,116-7.6% | $3,767+25.5% |
| Admin fee / account holder | $59,194 | $3,727+1488.4% | $8,919+563.7% | $2,969+1893.8% |