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 | $246,189 | $100,326+145.4% | $180,183+36.6% | $84,808+190.3% |
| Participation rate | 48.0% | 71.0%-23.0pp | 77.4%-29.4pp | 68.3%-20.3pp |
| Annual return | 13.13% | 17.86%-4.7pp | 27.86%-14.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,436 | $3,269-25.5% | $5,039-51.7% | $2,631-7.4% |
| Participant deferral / active EE | $5,795 | $5,066+14.4% | $6,822-15.1% | $4,212+37.6% |
| Admin fee / account holder | $70,505 | $9,674+628.8% | $19,975+253.0% | $7,344+860.1% |