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 | $156,825 | $109,413+43.3% | $156,263+0.4% | $84,808+84.9% |
| Participation rate | 54.9% | 72.7%-17.8pp | 78.9%-24.0pp | 68.3%-13.4pp |
| Annual return | 12.57% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,075 | $2,907-28.6% | $4,333-52.1% | $2,631-21.1% |
| Participant deferral / active EE | $4,539 | $4,590-1.1% | $6,158-26.3% | $4,212+7.8% |
| Admin fee / account holder | $25,805 | $9,357+175.8% | $14,255+81.0% | $7,344+251.4% |