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 | $186,456 | $135,952+37.1% | $123,892+50.5% | $273,961-31.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 4.22% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,185 | $5,170-38.4% | $4,617-31.0% | $4,869-34.6% |
| Participant deferral / active EE | $5,638 | $6,343-11.1% | $5,984-5.8% | $5,287+6.6% |
| Admin fee / account holder | $4,122 | $9,817-58.0% | $8,357-50.7% | $10,132-59.3% |