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 | $156,388 | $70,428+122.1% | $96,562+62.0% | $85,850+82.2% |
| Participation rate | 45.9% | 61.8%-15.9pp | 69.8%-23.9pp | 69.3%-23.4pp |
| Annual return | 12.01% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,484 | $1,413+5.0% | $2,356-37.0% | $2,565-42.2% |
| Participant deferral / active EE | $5,397 | $2,894+86.5% | $3,849+40.2% | $3,952+36.6% |
| Admin fee / account holder | $28,554 | $4,997+471.5% | $6,181+362.0% | $6,260+356.1% |