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 | $148,360 | $56,054+164.7% | $171,082-13.3% | $62,891+135.9% |
| Participation rate | 30.3% | 62.9%-32.6pp | 76.7%-46.4pp | 69.3%-39.0pp |
| Annual return | 6.11% | 22.52%-16.4pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,401 | $1,731-19.1% | $4,002-65.0% | $2,281-38.6% |
| Participant deferral / active EE | $3,892 | $3,158+23.2% | $4,797-18.9% | $3,203+21.5% |
| Admin fee / account holder | $16,493 | $3,647+352.3% | $8,520+93.6% | $4,296+283.9% |