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 | $131,594 | $65,376+101.3% | $87,100+51.1% | $65,185+101.9% |
| Participation rate | 29.5% | 75.3%-45.8pp | 76.9%-47.3pp | 70.2%-40.7pp |
| Annual return | 20.25% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,120 | $1,822-38.5% | $2,521-55.6% | $2,177-48.5% |
| Participant deferral / active EE | $2,475 | $3,388-27.0% | $4,049-38.9% | $3,514-29.6% |
| Admin fee / account holder | $22,299 | $520+4190.5% | $7,497+197.4% | $847+2532.4% |