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 | $149,664 | $58,828+154.4% | $77,999+91.9% | $62,891+138.0% |
| Participation rate | 46.3% | 71.1%-24.8pp | 75.5%-29.3pp | 69.3%-23.1pp |
| Annual return | 7.56% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,799 | $2,686+4.2% | $3,497-20.0% | $3,203-12.6% |
| Admin fee / account holder | $3,645 | $4,393-17.0% | $5,480-33.5% | $4,296-15.2% |