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 | $182,452 | $94,625+92.8% | $116,228+57.0% | $84,808+115.1% |
| Participation rate | 42.3% | 70.4%-28.1pp | 74.6%-32.2pp | 68.3%-26.0pp |
| Annual return | 12.78% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,296 | $2,347-44.8% | $2,994-56.7% | $2,631-50.8% |
| Participant deferral / active EE | $2,875 | $3,972-27.6% | $4,953-42.0% | $4,212-31.7% |
| Admin fee / account holder | $14,407 | $10,091+42.8% | $11,989+20.2% | $7,344+96.2% |