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 | $158,322 | $80,968+95.5% | $96,544+64.0% | $75,163+110.6% |
| Participation rate | 55.2% | 71.8%-16.6pp | 76.0%-20.8pp | 67.2%-12.0pp |
| Annual return | 15.60% | 27.06%-11.5pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $884 | $2,282-61.3% | $2,965-70.2% | $2,670-66.9% |
| Participant deferral / active EE | $2,181 | $3,928-44.5% | $4,851-55.0% | $4,125-47.1% |
| Admin fee / account holder | $16,432 | $6,724+144.4% | $8,252+99.1% | $5,651+190.8% |