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 | $136,060 | $66,098+105.8% | $101,794+33.7% | $74,304+83.1% |
| Participation rate | 37.3% | 53.8%-16.5pp | 69.2%-31.9pp | 60.3%-23.1pp |
| Annual return | 15.48% | 19.59%-4.1pp | 30.53%-15.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,228 | $1,082+13.6% | $2,289-46.3% | $2,241-45.2% |
| Participant deferral / active EE | $2,358 | $2,781-15.2% | $4,084-42.3% | $3,767-37.4% |
| Admin fee / account holder | $21,753 | $4,146+424.7% | $8,777+147.8% | $2,969+632.7% |