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 9-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 | $127,750 | $56,054+127.9% | $171,082-25.3% | $62,891+103.1% |
| Participation rate | 44.8% | 62.9%-18.0pp | 76.7%-31.9pp | 69.3%-24.5pp |
| Annual return | 6.07% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,875 | $1,731+8.3% | $4,002-53.1% | $2,281-17.8% |
| Participant deferral / active EE | $1,561 | $3,158-50.6% | $4,797-67.5% | $3,203-51.3% |
| Admin fee / account holder | $15,847 | $3,647+334.5% | $8,520+86.0% | $4,296+268.9% |