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 | $145,516 | $57,016+155.2% | $84,966+71.3% | $80,856+80.0% |
| Participation rate | 39.7% | 56.3%-16.7pp | 67.5%-27.8pp | 67.6%-28.0pp |
| Annual return | 12.74% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,158 | $1,798-35.6% | $2,727-57.5% | $2,755-58.0% |
| Participant deferral / active EE | $2,904 | $3,110-6.6% | $4,519-35.7% | $4,296-32.4% |
| Admin fee / account holder | $23,031 | $4,980+362.4% | $6,149+274.6% | $6,918+232.9% |