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 | $246,189 | $99,633+147.1% | $183,328+34.3% | $82,448+198.6% |
| Participation rate | 48.0% | 70.8%-22.8pp | 77.3%-29.3pp | 68.1%-20.1pp |
| Annual return | 13.13% | 17.84%-4.7pp | 29.67%-16.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,436 | $3,256-25.2% | $5,055-51.8% | $2,551-4.5% |
| Participant deferral / active EE | $5,795 | $4,938+17.4% | $6,795-14.7% | $4,139+40.0% |
| Admin fee / account holder | $70,505 | $9,934+609.7% | $21,427+229.0% | $7,234+874.6% |