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 | $176,745 | $117,983+49.8% | $101,794+73.6% | $142,382+24.1% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.2%-58.1pp | 80.1%-69.0pp |
| Annual return | 13.56% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,460 | $2,773-47.3% | $2,289-36.2% | $4,299-66.0% |
| Participant deferral / active EE | $4,551 | $4,714-3.4% | $4,084+11.4% | $6,507-30.1% |
| Admin fee / account holder | $94,835 | $10,433+809.0% | $8,777+980.5% | $12,624+651.2% |