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 | $160,326 | $77,314+107.4% | $177,989-9.9% | $80,856+98.3% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 12.39% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,648 | $2,292-28.1% | $3,949-58.3% | $2,755-40.2% |
| Participant deferral / active EE | $6,876 | $4,411+55.9% | $6,276+9.6% | $4,296+60.1% |
| Admin fee / account holder | $87,093 | $7,191+1111.1% | $10,363+740.4% | $6,918+1158.9% |