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 | $127,103 | $93,571+35.8% | $135,903-6.5% | $75,163+69.1% |
| Participation rate | 50.7% | 75.2%-24.5pp | 81.9%-31.2pp | 67.2%-16.5pp |
| Annual return | 17.59% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,556 | $3,537-56.0% | $4,856-68.0% | $2,670-41.7% |
| Participant deferral / active EE | $6,112 | $6,404-4.6% | $7,758-21.2% | $4,125+48.2% |
| Admin fee / account holder | $12,329 | $6,975+76.8% | $10,762+14.6% | $5,651+118.2% |