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 | $164,206 | $78,422+109.4% | $95,952+71.1% | $79,858+105.6% |
| Participation rate | 58.8% | 73.5%-14.7pp | 77.1%-18.2pp | 69.6%-10.8pp |
| Annual return | 12.59% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,438 | $1,945-26.1% | $2,541-43.4% | $2,471-41.8% |
| Participant deferral / active EE | $3,608 | $3,440+4.9% | $4,167-13.4% | $3,740-3.5% |
| Admin fee / account holder | $31,001 | $5,622+451.4% | $6,795+356.2% | $5,306+484.2% |