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 | $119,796 | $56,053+113.7% | $75,972+57.7% | $80,856+48.2% |
| Participation rate | 36.0% | 62.0%-26.0pp | 69.1%-33.1pp | 67.6%-31.6pp |
| Annual return | 11.11% | 20.53%-9.4pp | 359.55%-348.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $873 | $1,874-53.4% | $2,685-67.5% | $2,755-68.3% |
| Participant deferral / active EE | $1,402 | $3,052-54.1% | $4,255-67.1% | $4,296-67.4% |
| Admin fee / account holder | $34,851 | $5,234+565.9% | $6,467+438.9% | $6,918+403.8% |