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 | $172,764 | $63,764+170.9% | $81,930+110.9% | $79,858+116.3% |
| Participation rate | 42.9% | 67.5%-24.6pp | 72.0%-29.1pp | 69.6%-26.8pp |
| Annual return | 10.98% | 22.66%-11.7pp | 29.49%-18.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,643 | $1,795-8.5% | $4,310-61.9% | $2,471-33.5% |
| Participant deferral / active EE | $2,114 | $2,780-24.0% | $7,107-70.3% | $3,740-43.5% |
| Admin fee / account holder | $44,061 | $4,426+895.4% | $5,158+754.2% | $5,306+730.4% |