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 | $166,423 | $99,079+68.0% | $77,999+113.4% | $273,961-39.3% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.5%-10.8pp | 83.0%-18.3pp |
| Annual return | 9.23% | 217.93%-208.7pp | 425.96%-416.7pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,106 | $3,308-36.3% | $2,470-14.7% | $4,869-56.7% |
| Participant deferral / active EE | $5,774 | $4,306+34.1% | $3,497+65.1% | $5,287+9.2% |
| Admin fee / account holder | $6,232 | $8,954-30.4% | $5,480+13.7% | $10,132-38.5% |