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 | $176,604 | $93,346+89.2% | $71,796+146.0% | $273,961-35.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 7.64% | 130.39%-122.8pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,738 | $2,733-36.4% | $1,924-9.7% | $4,869-64.3% |
| Participant deferral / active EE | $7,893 | $3,475+127.1% | $2,794+182.4% | $5,287+49.3% |
| Admin fee / account holder | $36,022 | $6,571+448.2% | $4,815+648.1% | $10,132+255.5% |