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 | $170,209 | $81,248+109.5% | $155,509+9.5% | $80,856+110.5% |
| Participation rate | 54.0% | 66.2%-12.2pp | 78.2%-24.2pp | 67.6%-13.6pp |
| Annual return | 13.38% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,337 | $3,100-24.6% | $4,672-50.0% | $2,755-15.2% |
| Participant deferral / active EE | $6,032 | $3,452+74.8% | $5,626+7.2% | $4,296+40.4% |
| Admin fee / account holder | $19,901 | $7,997+148.8% | $15,912+25.1% | $6,918+187.7% |