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 | $180,346 | $80,717+123.4% | $154,803+16.5% | $84,808+112.7% |
| Participation rate | 54.1% | 66.8%-12.8pp | 78.1%-24.0pp | 68.3%-14.3pp |
| Annual return | 16.73% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $772 | $2,761-72.1% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $2,291 | $3,303-30.6% | $5,540-58.6% | $4,212-45.6% |
| Admin fee / account holder | $13,799 | $6,746+104.6% | $14,329-3.7% | $7,344+87.9% |