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 | $143,557 | $80,717+77.9% | $154,803-7.3% | $84,808+69.3% |
| Participation rate | 47.5% | 66.8%-19.3pp | 78.1%-30.5pp | 68.3%-20.8pp |
| Annual return | 26.87% | 37.96%-11.1pp | 58.88%-32.0pp | 40.90%-14.0pp |
| Employer contribution / active EE | $1,885 | $2,761-31.7% | $4,305-56.2% | $2,631-28.3% |
| Participant deferral / active EE | $2,894 | $3,303-12.4% | $5,540-47.8% | $4,212-31.3% |
| Admin fee / account holder | $29,822 | $6,746+342.1% | $14,329+108.1% | $7,344+306.1% |