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 | $189,118 | $81,208+132.9% | $98,907+91.2% | $79,858+136.8% |
| Participation rate | 43.1% | 72.5%-29.4pp | 76.0%-32.9pp | 69.6%-26.5pp |
| Annual return | 21.98% | 60.99%-39.0pp | 196.43%-174.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,360 | $1,960-30.6% | $2,689-49.4% | $2,471-45.0% |
| Participant deferral / active EE | $2,843 | $3,265-12.9% | $4,244-33.0% | $3,740-24.0% |
| Admin fee / account holder | $1,040 | $6,013-82.7% | $6,642-84.3% | $5,306-80.4% |