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 | $117,160 | $53,516+118.9% | $126,539-7.4% | $84,808+38.1% |
| Participation rate | 42.9% | 58.2%-15.4pp | 69.8%-27.0pp | 68.3%-25.5pp |
| Annual return | 18.60% | 58.34%-39.7pp | 425.95%-407.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,222 | $1,535-20.4% | $3,674-66.8% | $2,631-53.6% |
| Participant deferral / active EE | $2,418 | $2,671-9.5% | $4,083-40.8% | $4,212-42.6% |
| Admin fee / account holder | $18,067 | $4,497+301.8% | $6,065+197.9% | $7,344+146.0% |