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 | $168,322 | $103,949+61.9% | $69,182+143.3% | $273,961-38.6% |
| Participation rate | 47.1% | 67.4%-20.3pp | 55.1%-8.1pp | 83.0%-36.0pp |
| Annual return | 7.66% | 35.28%-27.6pp | -21.93%+29.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,020 | $1,783-42.8% | $1,206-15.4% | $4,869-79.0% |
| Participant deferral / active EE | $2,791 | $2,716+2.7% | $1,897+47.1% | $5,287-47.2% |
| Admin fee / account holder | $2,352 | $3,671-35.9% | $2,697-12.8% | $10,132-76.8% |