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 | $190,834 | $87,013+119.3% | $106,213+79.7% | $80,856+136.0% |
| Participation rate | 53.9% | 70.4%-16.5pp | 75.3%-21.3pp | 67.6%-13.7pp |
| Annual return | 11.55% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,990 | $2,395-16.9% | $3,171-37.3% | $2,755-27.8% |
| Participant deferral / active EE | $2,961 | $3,986-25.7% | $5,016-41.0% | $4,296-31.1% |
| Admin fee / account holder | $22,926 | $8,431+171.9% | $11,033+107.8% | $6,918+231.4% |