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 | $143,556 | $71,050+102.1% | $93,606+53.4% | $80,856+77.5% |
| Participation rate | 27.5% | 60.4%-32.9pp | 68.7%-41.2pp | 67.6%-40.1pp |
| Annual return | 10.31% | 11.26%-0.9pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,013 | $1,564-35.2% | $2,420-58.1% | $2,755-63.2% |
| Participant deferral / active EE | $2,380 | $4,034-41.0% | $4,411-46.0% | $4,296-44.6% |
| Admin fee / account holder | $39,168 | $6,945+464.0% | $8,285+372.8% | $6,918+466.2% |