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 | $146,257 | $132,239+10.6% | $105,722+38.3% | $273,961-46.6% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.9%-18.9pp | 83.0%-23.0pp |
| Annual return | 3.65% | 10.07%-6.4pp | 12.25%-8.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,267 | $4,867-32.9% | $4,079-19.9% | $4,869-32.9% |
| Participant deferral / active EE | $5,539 | $6,233-11.1% | $5,326+4.0% | $5,287+4.8% |
| Admin fee / account holder | $22,333 | $12,032+85.6% | $8,308+168.8% | $10,132+120.4% |