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 8-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 | $134,636 | $80,717+66.8% | $154,803-13.0% | $84,808+58.8% |
| Participation rate | 63.6% | 66.8%-3.2pp | 78.1%-14.4pp | 68.3%-4.7pp |
| Annual return | 13.92% | 37.96%-24.0pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,173 | $2,761-57.5% | $4,305-72.8% | $2,631-55.4% |
| Participant deferral / active EE | $5,559 | $3,303+68.3% | $5,540+0.3% | $4,212+32.0% |
| Admin fee / account holder | $50,429 | $6,746+647.6% | $14,329+251.9% | $7,344+586.7% |