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 | $156,452 | $80,968+93.2% | $96,544+62.1% | $75,163+108.1% |
| Participation rate | 32.9% | 71.8%-38.9pp | 76.0%-43.1pp | 67.2%-34.3pp |
| Annual return | 16.48% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,046 | $2,282-54.2% | $2,965-64.7% | $2,670-60.8% |
| Participant deferral / active EE | $2,130 | $3,928-45.8% | $4,851-56.1% | $4,125-48.4% |
| Admin fee / account holder | $27,056 | $6,724+302.4% | $8,252+227.9% | $5,651+378.8% |