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 | $197,392 | $88,672+122.6% | $105,223+87.6% | $82,448+139.4% |
| Participation rate | 32.7% | 67.9%-35.3pp | 75.0%-42.4pp | 68.1%-35.4pp |
| Annual return | 17.59% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,364 | $3,048-55.3% | $3,689-63.0% | $2,551-46.5% |
| Participant deferral / active EE | $3,593 | $4,036-11.0% | $5,072-29.2% | $4,139-13.2% |
| Admin fee / account holder | $19,938 | $7,146+179.0% | $8,859+125.1% | $7,234+175.6% |