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 | $161,556 | $62,573+158.2% | $85,682+88.6% | $85,850+88.2% |
| Participation rate | 24.3% | 61.1%-36.8pp | 69.9%-45.5pp | 69.3%-45.0pp |
| Annual return | 17.46% | 23.77%-6.3pp | 21.49%-4.0pp | 318.53%-301.1pp |
| Employer contribution / active EE | $564 | $1,757-67.9% | $2,618-78.4% | $2,565-78.0% |
| Participant deferral / active EE | $1,015 | $2,802-63.8% | $3,923-74.1% | $3,952-74.3% |
| Admin fee / account holder | $26,980 | $4,640+481.5% | $6,873+292.6% | $6,260+331.0% |