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 | $141,107 | $84,936+66.1% | $111,297+26.8% | $79,386+77.7% |
| Participation rate | 38.5% | 75.9%-37.3pp | 77.3%-38.8pp | 70.7%-32.2pp |
| Annual return | 13.94% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,527 | $1,979-22.8% | $2,731-44.1% | $2,427-37.1% |
| Participant deferral / active EE | $3,250 | $3,888-16.4% | $4,487-27.6% | $4,046-19.7% |
| Admin fee / account holder | $2,255 | $537+319.9% | $7,964-71.7% | $626+260.0% |