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 | $142,491 | $81,460+74.9% | $103,333+37.9% | $80,856+76.2% |
| Participation rate | 31.3% | 66.8%-35.6pp | 74.5%-43.3pp | 67.6%-36.4pp |
| Annual return | 16.14% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,314 | $3,105-57.7% | $3,868-66.0% | $2,755-52.3% |
| Participant deferral / active EE | $2,552 | $3,869-34.0% | $5,057-49.5% | $4,296-40.6% |
| Admin fee / account holder | $30,325 | $6,566+361.8% | $8,355+263.0% | $6,918+338.3% |