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 | $180,174 | $73,933+143.7% | $96,683+86.4% | $75,163+139.7% |
| Participation rate | 42.1% | 66.4%-24.3pp | 74.3%-32.2pp | 67.2%-25.1pp |
| Annual return | 17.83% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,059 | $2,928-63.8% | $3,737-71.7% | $2,670-60.3% |
| Participant deferral / active EE | $2,154 | $3,659-41.1% | $4,878-55.8% | $4,125-47.8% |
| Admin fee / account holder | $13,105 | $5,216+151.2% | $6,730+94.7% | $5,651+131.9% |