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 | $89,753+119.9% | $107,525+83.6% | $84,808+132.8% |
| Participation rate | 32.7% | 68.1%-35.4pp | 75.1%-42.4pp | 68.3%-35.7pp |
| Annual return | 17.59% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,364 | $3,113-56.2% | $3,754-63.7% | $2,631-48.2% |
| Participant deferral / active EE | $3,593 | $4,056-11.4% | $5,116-29.8% | $4,212-14.7% |
| Admin fee / account holder | $19,938 | $7,222+176.1% | $8,919+123.6% | $7,344+171.5% |