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 | $206,504 | $99,341+107.9% | $84,750+143.7% | $273,961-24.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 6.50% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,946 | $4,214-6.4% | $3,574+10.4% | $4,869-19.0% |
| Participant deferral / active EE | $5,375 | $4,269+25.9% | $3,712+44.8% | $5,287+1.7% |
| Admin fee / account holder | $26,551 | $6,644+299.6% | $5,332+397.9% | $10,132+162.1% |