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 | $151,875 | $91,552+65.9% | $133,956+13.4% | $79,858+90.2% |
| Participation rate | 46.3% | 73.3%-27.0pp | 79.8%-33.5pp | 69.6%-23.3pp |
| Annual return | 20.26% | 61.85%-41.6pp | 45.09%-24.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,059 | $2,384-13.6% | $3,919-47.5% | $2,471-16.7% |
| Participant deferral / active EE | $3,319 | $3,733-11.1% | $5,048-34.2% | $3,740-11.2% |
| Admin fee / account holder | $26,465 | $6,321+318.7% | $8,927+196.5% | $5,306+398.8% |