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 | $177,960 | $29,319+507.0% | $52,425+239.5% | $82,448+115.8% |
| Participation rate | 46.2% | 46.9%-0.7pp | 55.6%-9.5pp | 68.1%-21.9pp |
| Annual return | 17.21% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $634 | $586+8.1% | $914-30.7% | $2,551-75.1% |
| Participant deferral / active EE | $3,006 | $1,171+156.6% | $1,790+67.9% | $4,139-27.4% |
| Admin fee / account holder | $3,183 | $1,962+62.2% | $2,495+27.6% | $7,234-56.0% |