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 | $135,822 | $56,053+142.3% | $75,972+78.8% | $80,856+68.0% |
| Participation rate | 37.8% | 62.0%-24.2pp | 69.1%-31.2pp | 67.6%-29.8pp |
| Annual return | 12.59% | 20.53%-7.9pp | 359.55%-347.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $638 | $1,874-66.0% | $2,685-76.2% | $2,755-76.8% |
| Participant deferral / active EE | $2,372 | $3,052-22.3% | $4,255-44.3% | $4,296-44.8% |
| Admin fee / account holder | $28,991 | $5,234+454.0% | $6,467+348.3% | $6,918+319.1% |