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 | $231,214 | $95,803+141.3% | $113,168+104.3% | $84,808+172.6% |
| Participation rate | 49.5% | 72.9%-23.4pp | 76.6%-27.1pp | 68.3%-18.8pp |
| Annual return | 16.10% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,123 | $2,360-52.4% | $2,975-62.3% | $2,631-57.3% |
| Participant deferral / active EE | $3,177 | $4,242-25.1% | $5,107-37.8% | $4,212-24.6% |
| Admin fee / account holder | $36,647 | $8,989+307.7% | $12,068+203.7% | $7,344+399.0% |