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 | $220,816 | $105,630+109.0% | $87,507+152.3% | $273,961-19.4% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 4.58% | 12.25%-7.7pp | 12.21%-7.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $563 | $3,141-82.1% | $2,550-77.9% | $4,869-88.4% |
| Participant deferral / active EE | $563 | $3,601-84.4% | $3,149-82.1% | $5,287-89.3% |
| Admin fee / account holder | $51,389 | $4,781+974.9% | $4,221+1117.6% | $10,132+407.2% |