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 | $203,619 | $71,516+184.7% | $98,439+106.8% | $71,457+185.0% |
| Participation rate | 40.0% | 72.7%-32.7pp | 75.2%-35.2pp | 67.9%-27.9pp |
| Annual return | 15.09% | 32.41%-17.3pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,873 | $2,399-21.9% | $3,048-38.5% | $2,588-27.6% |
| Participant deferral / active EE | $4,896 | $4,109+19.2% | $4,738+3.3% | $4,289+14.2% |
| Admin fee / account holder | $32,078 | $1,675+1815.4% | $8,948+258.5% | $1,587+1920.9% |