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 | $133,403 | $91,190+46.3% | $178,490-25.3% | $79,858+67.1% |
| Participation rate | 59.8% | 69.2%-9.4pp | 81.9%-22.1pp | 69.6%-9.9pp |
| Annual return | 14.26% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,381 | $3,256-57.6% | $5,011-72.4% | $2,471-44.1% |
| Participant deferral / active EE | $3,168 | $3,236-2.1% | $5,202-39.1% | $3,740-15.3% |
| Admin fee / account holder | $18,420 | $6,751+172.9% | $13,984+31.7% | $5,306+247.1% |