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 | $171,237 | $88,672+93.1% | $105,223+62.7% | $82,448+107.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 14.50% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,268 | $3,048-58.4% | $3,689-65.6% | $2,551-50.3% |
| Participant deferral / active EE | $3,626 | $4,036-10.2% | $5,072-28.5% | $4,139-12.4% |
| Admin fee / account holder | $6,331 | $7,146-11.4% | $8,859-28.5% | $7,234-12.5% |