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 | $205,855 | $55,371+271.8% | $95,585+115.4% | $74,304+177.0% |
| Participation rate | 42.6% | 53.8%-11.2pp | 72.1%-29.5pp | 60.3%-17.8pp |
| Annual return | 14.24% | 24.26%-10.0pp | 38.56%-24.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,266 | $1,437-11.9% | $2,527-49.9% | $2,241-43.5% |
| Participant deferral / active EE | $2,615 | $2,955-11.5% | $4,023-35.0% | $3,767-30.6% |
| Admin fee / account holder | $45,064 | $2,620+1619.7% | $6,127+635.5% | $2,969+1417.9% |