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 | $153,557 | $109,881+39.7% | $150,045+2.3% | $84,808+81.1% |
| Participation rate | 46.9% | 76.1%-29.2pp | 82.3%-35.4pp | 68.3%-21.4pp |
| Annual return | 18.71% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,884 | $3,561-47.1% | $4,693-59.9% | $2,631-28.4% |
| Participant deferral / active EE | $5,570 | $6,636-16.1% | $7,997-30.4% | $4,212+32.2% |
| Admin fee / account holder | $25,600 | $8,568+198.8% | $13,435+90.6% | $7,344+248.6% |