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 | $189,955 | $63,703+198.2% | $93,063+104.1% | $82,448+130.4% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.1%-28.1pp |
| Annual return | 16.07% | -775.43%+791.5pp | 34.15%-18.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,673 | $1,729-3.2% | $2,476-32.4% | $2,551-34.4% |
| Participant deferral / active EE | $3,883 | $2,919+33.0% | $3,958-1.9% | $4,139-6.2% |
| Admin fee / account holder | $4,058 | $5,982-32.2% | $6,033-32.7% | $7,234-43.9% |