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 | $200,444 | $93,346+114.7% | $71,796+179.2% | $273,961-26.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 5.48% | 130.39%-124.9pp | 78.04%-72.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,619 | $2,733-40.8% | $1,924-15.9% | $4,869-66.7% |
| Participant deferral / active EE | $4,503 | $3,475+29.6% | $2,794+61.1% | $5,287-14.8% |
| Admin fee / account holder | $24,788 | $6,571+277.3% | $4,815+414.8% | $10,132+144.7% |