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 | $142,523 | $94,625+50.6% | $116,228+22.6% | $84,808+68.1% |
| Participation rate | 46.5% | 70.4%-24.0pp | 74.6%-28.1pp | 68.3%-21.8pp |
| Annual return | 16.29% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,236 | $2,347-47.3% | $2,994-58.7% | $2,631-53.0% |
| Participant deferral / active EE | $4,164 | $3,972+4.8% | $4,953-15.9% | $4,212-1.1% |
| Admin fee / account holder | $1,863 | $10,091-81.5% | $11,989-84.5% | $7,344-74.6% |