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 | $171,472 | $78,694+117.9% | $67,652+153.5% | $125,391+36.7% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | 1.33% | 9.46%-8.1pp | 6625.04%-6623.7pp | 282.22%-280.9pp |
| Employer contribution / active EE | $3,048 | $3,044+0.1% | $2,266+34.6% | $4,866-37.4% |
| Participant deferral / active EE | $3,048 | $4,292-29.0% | $3,560-14.4% | $5,352-43.0% |
| Admin fee / account holder | $1,937 | $7,403-73.8% | $4,821-59.8% | $9,540-79.7% |