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 | $162,505 | $81,460+99.5% | $103,333+57.3% | $80,856+101.0% |
| Participation rate | 52.1% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 13.86% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,975 | $3,105-36.4% | $3,868-48.9% | $2,755-28.3% |
| Participant deferral / active EE | $5,665 | $3,869+46.4% | $5,057+12.0% | $4,296+31.9% |
| Admin fee / account holder | $23,361 | $6,566+255.8% | $8,355+179.6% | $6,918+237.7% |