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 | $171,745 | $78,422+119.0% | $95,952+79.0% | $79,858+115.1% |
| Participation rate | 67.3% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.3pp |
| Annual return | 10.22% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,068 | $1,945-45.1% | $2,541-58.0% | $2,471-56.8% |
| Participant deferral / active EE | $4,191 | $3,440+21.8% | $4,167+0.6% | $3,740+12.1% |
| Admin fee / account holder | $33,651 | $5,622+498.5% | $6,795+395.2% | $5,306+534.2% |