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 | $199,124 | $37,426+432.0% | $77,482+157.0% | $79,858+149.3% |
| Participation rate | 25.3% | 41.5%-16.2pp | 54.2%-28.9pp | 69.6%-44.3pp |
| Annual return | 16.60% | 39.70%-23.1pp | 54.79%-38.2pp | 31.71%-15.1pp |
| Employer contribution / active EE | $358 | $637-43.8% | $986-63.7% | $2,471-85.5% |
| Participant deferral / active EE | $1,218 | $1,260-3.4% | $1,861-34.6% | $3,740-67.4% |
| Admin fee / account holder | $26,021 | $2,504+939.2% | $2,858+810.5% | $5,306+390.4% |