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 | $218,965 | $37,426+485.1% | $77,482+182.6% | $79,858+174.2% |
| Participation rate | 43.1% | 41.5%+1.6pp | 54.2%-11.0pp | 69.6%-26.5pp |
| Annual return | 21.88% | 39.70%-17.8pp | 54.79%-32.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,146 | $637+80.0% | $986+16.2% | $2,471-53.6% |
| Participant deferral / active EE | $2,925 | $1,260+132.2% | $1,861+57.2% | $3,740-21.8% |
| Admin fee / account holder | $8,927 | $2,504+256.5% | $2,858+212.4% | $5,306+68.2% |