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 | $173,587 | $56,053+209.7% | $75,972+128.5% | $80,856+114.7% |
| Participation rate | 54.1% | 62.0%-8.0pp | 69.1%-15.0pp | 67.6%-13.6pp |
| Annual return | 16.39% | 20.53%-4.1pp | 359.55%-343.2pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,073 | $1,874-42.7% | $2,685-60.0% | $2,755-61.0% |
| Participant deferral / active EE | $3,372 | $3,052+10.5% | $4,255-20.8% | $4,296-21.5% |
| Admin fee / account holder | $89,034 | $5,234+1601.2% | $6,467+1276.8% | $6,918+1187.0% |