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 | $149,755 | $73,933+102.6% | $96,683+54.9% | $75,163+99.2% |
| Participation rate | 41.0% | 66.4%-25.4pp | 74.3%-33.4pp | 67.2%-26.2pp |
| Annual return | 14.29% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,188 | $2,928-59.4% | $3,737-68.2% | $2,670-55.5% |
| Participant deferral / active EE | $3,386 | $3,659-7.5% | $4,878-30.6% | $4,125-17.9% |
| Admin fee / account holder | $28,113 | $5,216+439.0% | $6,730+317.8% | $5,651+397.5% |