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 | $109,957 | $49,915+120.3% | $154,803-29.0% | $74,304+48.0% |
| Participation rate | 28.8% | 54.0%-25.1pp | 78.1%-49.2pp | 60.3%-31.5pp |
| Annual return | 12.47% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,222 | $1,611-24.2% | $4,305-71.6% | $2,241-45.5% |
| Participant deferral / active EE | $2,265 | $2,255+0.5% | $5,540-59.1% | $3,767-39.9% |
| Admin fee / account holder | $17,836 | $2,189+714.8% | $14,329+24.5% | $2,969+500.8% |