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 | $163,748 | $80,724+102.8% | $103,333+58.5% | $74,495+119.8% |
| Participation rate | 48.5% | 65.7%-17.2pp | 74.5%-26.0pp | 67.2%-18.7pp |
| Annual return | 12.21% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,341 | $3,157-25.9% | $3,868-39.5% | $2,623-10.7% |
| Participant deferral / active EE | $4,905 | $3,860+27.1% | $5,057-3.0% | $4,346+12.9% |
| Admin fee / account holder | $7,944 | $2,368+235.5% | $8,355-4.9% | $1,942+309.1% |