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 | $175,439 | $86,929+101.8% | $102,423+71.3% | $80,856+117.0% |
| Participation rate | 42.0% | 72.4%-30.4pp | 76.5%-34.5pp | 67.6%-25.6pp |
| Annual return | 10.42% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,023-57.3% | $2,755-53.1% |
| Participant deferral / active EE | $3,175 | $4,118-22.9% | $5,053-37.2% | $4,296-26.1% |
| Admin fee / account holder | $28,625 | $8,049+255.6% | $9,451+202.9% | $6,918+313.8% |