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 | $173,634 | $78,422+121.4% | $95,952+81.0% | $79,858+117.4% |
| Participation rate | 44.8% | 73.5%-28.7pp | 77.1%-32.2pp | 69.6%-24.8pp |
| Annual return | 15.15% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,604 | $1,945-17.5% | $2,541-36.9% | $2,471-35.1% |
| Participant deferral / active EE | $4,562 | $3,440+32.6% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $17,680 | $5,622+214.5% | $6,795+160.2% | $5,306+233.2% |