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 | $146,424 | $63,114+132.0% | $92,893+57.6% | $65,185+124.6% |
| Participation rate | 13.3% | 68.8%-55.4pp | 76.0%-62.7pp | 70.2%-56.9pp |
| Annual return | 26.26% | 28.75%-2.5pp | 109.41%-83.2pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,243 | $2,571-51.6% | $3,653-66.0% | $2,177-42.9% |
| Participant deferral / active EE | $1,411 | $3,108-54.6% | $4,236-66.7% | $3,514-59.9% |
| Admin fee / account holder | $1,067 | $624+71.1% | $5,794-81.6% | $847+26.0% |