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 | $95,910 | $43,423+120.9% | $78,689+21.9% | $55,167+73.9% |
| Participation rate | 30.1% | 68.0%-37.9pp | 73.6%-43.4pp | 69.0%-38.8pp |
| Annual return | 8.84% | 11.53%-2.7pp | 62.18%-53.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,660 | $1,997-16.9% | $2,851-41.8% | $1,963-15.4% |
| Participant deferral / active EE | $1,893 | $2,509-24.6% | $3,517-46.2% | $3,054-38.0% |
| Admin fee / account holder | $843 | $416+102.5% | $4,510-81.3% | $504+67.2% |