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 | $192,523 | $51,175+276.2% | $70,515+173.0% | $75,163+156.1% |
| Participation rate | 48.6% | 60.9%-12.3pp | 68.3%-19.7pp | 67.2%-18.5pp |
| Annual return | 17.32% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,262 | $1,826-30.9% | $2,973-57.5% | $2,670-52.7% |
| Participant deferral / active EE | $4,239 | $2,849+48.8% | $4,567-7.2% | $4,125+2.8% |
| Admin fee / account holder | $43,868 | $4,091+972.4% | $6,412+584.2% | $5,651+676.3% |