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 | $140,614 | $97,125+44.8% | $86,233+63.1% | $137,256+2.4% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.0%-26.9pp | 80.0%-37.9pp |
| Annual return | 12.27% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,898 | $2,841-33.2% | $2,504-24.2% | $4,156-54.3% |
| Participant deferral / active EE | $4,563 | $5,180-11.9% | $4,559+0.1% | $6,407-28.8% |
| Admin fee / account holder | $114,658 | $9,725+1079.1% | $8,342+1274.4% | $12,270+834.4% |