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 7-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 | $146,915 | $87,733+67.5% | $106,548+37.9% | $85,850+71.1% |
| Participation rate | 61.1% | 71.9%-10.8pp | 76.1%-15.0pp | 69.3%-8.2pp |
| Annual return | 11.80% | 21.86%-10.1pp | 26.80%-15.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $827 | $2,073-60.1% | $2,819-70.7% | $2,565-67.8% |
| Participant deferral / active EE | $2,470 | $3,469-28.8% | $4,398-43.8% | $3,952-37.5% |
| Admin fee / account holder | $28,230 | $6,767+317.1% | $7,407+281.1% | $6,260+351.0% |