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 | $139,054 | $74,927+85.6% | $101,794+36.6% | $84,808+64.0% |
| Participation rate | 54.1% | 61.4%-7.3pp | 69.2%-15.1pp | 68.3%-14.3pp |
| Annual return | 16.83% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,286 | $1,522-15.5% | $2,289-43.8% | $2,631-51.1% |
| Participant deferral / active EE | $2,919 | $3,099-5.8% | $4,084-28.5% | $4,212-30.7% |
| Admin fee / account holder | $21,092 | $6,514+223.8% | $8,777+140.3% | $7,344+187.2% |