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 | $211,361 | $99,341+112.8% | $84,750+149.4% | $273,961-22.8% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 9.03% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,398 | $4,214-66.8% | $3,574-60.9% | $4,869-71.3% |
| Participant deferral / active EE | $7,631 | $4,269+78.7% | $3,712+105.6% | $5,287+44.3% |
| Admin fee / account holder | $898 | $6,644-86.5% | $5,332-83.2% | $10,132-91.1% |