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 | $226,935 | $92,222+146.1% | $76,768+195.6% | $135,375+67.6% |
| Participation rate | 52.9% | 79.8%-26.8pp | 77.0%-24.0pp | 82.6%-29.7pp |
| Annual return | 1.85% | 5.46%-3.6pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,870 | $4,509-36.4% | $3,852-25.5% | $5,609-48.8% |
| Admin fee / account holder | $20,659 | $10,748+92.2% | $6,675+209.5% | $10,827+90.8% |