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 | $210,096 | $71,050+195.7% | $93,606+124.4% | $80,856+159.8% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-12.9pp | 67.6%-11.8pp |
| Annual return | 10.74% | 11.26%-0.5pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,637 | $1,564+4.7% | $2,420-32.3% | $2,755-40.6% |
| Participant deferral / active EE | $2,481 | $4,034-38.5% | $4,411-43.7% | $4,296-42.2% |
| Admin fee / account holder | $3,427 | $6,945-50.6% | $8,285-58.6% | $6,918-50.5% |