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 | $179,679 | $46,553+286.0% | $64,056+180.5% | $75,163+139.1% |
| Participation rate | 50.7% | 65.9%-15.2pp | 72.3%-21.6pp | 67.2%-16.5pp |
| Annual return | 15.88% | 26.03%-10.2pp | 33.69%-17.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,118 | $1,974-43.3% | $2,747-59.3% | $2,670-58.1% |
| Participant deferral / active EE | $3,096 | $2,837+9.2% | $3,880-20.2% | $4,125-24.9% |
| Admin fee / account holder | $16,938 | $2,952+473.8% | $3,068+452.0% | $5,651+199.7% |