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 | $180,719 | $72,277+150.0% | $101,248+78.5% | $79,858+126.3% |
| Participation rate | 31.3% | 68.5%-37.1pp | 75.8%-44.5pp | 69.6%-38.3pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,831 | $2,692-32.0% | $3,660-50.0% | $2,471-25.9% |
| Participant deferral / active EE | $2,279 | $3,282-30.6% | $4,370-47.9% | $3,740-39.1% |
| Admin fee / account holder | $24,063 | $4,400+446.8% | $5,945+304.7% | $5,306+353.5% |