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 | $161,537 | $99,341+62.6% | $84,750+90.6% | $273,961-41.0% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 5.05% | 22.93%-17.9pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,226 | $4,214-23.4% | $3,574-9.8% | $4,869-33.7% |
| Participant deferral / active EE | $6,503 | $4,269+52.3% | $3,712+75.2% | $5,287+23.0% |
| Admin fee / account holder | $14,431 | $6,644+117.2% | $5,332+170.6% | $10,132+42.4% |