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 | $207,873 | $56,053+270.8% | $75,972+173.6% | $80,856+157.1% |
| Participation rate | 43.5% | 62.0%-18.6pp | 69.1%-25.6pp | 67.6%-24.2pp |
| Annual return | 11.19% | 20.53%-9.3pp | 359.55%-348.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,483 | $1,874-20.9% | $2,685-44.8% | $2,755-46.2% |
| Participant deferral / active EE | $3,285 | $3,052+7.7% | $4,255-22.8% | $4,296-23.5% |
| Admin fee / account holder | $6,827 | $5,234+30.4% | $6,467+5.6% | $6,918-1.3% |