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 | $167,213 | $105,630+58.3% | $87,507+91.1% | $273,961-39.0% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 5.77% | 12.25%-6.5pp | 12.21%-6.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,028 | $3,141-35.4% | $2,550-20.5% | $4,869-58.3% |
| Participant deferral / active EE | $2,028 | $3,601-43.7% | $3,149-35.6% | $5,287-61.6% |
| Admin fee / account holder | $56,534 | $4,781+1082.5% | $4,221+1239.5% | $10,132+458.0% |