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 | $148,489 | $87,013+70.7% | $106,213+39.8% | $80,856+83.6% |
| Participation rate | 54.9% | 70.4%-15.5pp | 75.3%-20.4pp | 67.6%-12.7pp |
| Annual return | 13.27% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,199 | $2,395-49.9% | $3,171-62.2% | $2,755-56.5% |
| Participant deferral / active EE | $2,751 | $3,986-31.0% | $5,016-45.2% | $4,296-36.0% |
| Admin fee / account holder | $67,748 | $8,431+703.5% | $11,033+514.0% | $6,918+879.3% |