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 | $172,356 | $57,354+200.5% | $83,848+105.6% | $64,186+168.5% |
| Participation rate | 48.9% | 68.6%-19.7pp | 76.1%-27.2pp | 69.6%-20.6pp |
| Annual return | 9.07% | 11.38%-2.3pp | 850.88%-841.8pp | 7.63%+1.4pp |
| Employer contribution / active EE | $6,915 | $2,545+171.7% | $3,631+90.5% | $2,381+190.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,239 | $4,046+128.4% | $5,478+68.6% | $4,888+89.0% |