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 | $108,825+44.1% | $156,181+0.4% | $82,448+90.2% |
| Participation rate | 54.9% | 72.4%-17.5pp | 78.8%-23.9pp | 68.1%-13.2pp |
| Annual return | 12.57% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,075 | $2,870-27.7% | $4,294-51.7% | $2,551-18.7% |
| Participant deferral / active EE | $4,539 | $4,577-0.8% | $6,132-26.0% | $4,139+9.7% |
| Admin fee / account holder | $25,805 | $9,341+176.3% | $14,586+76.9% | $7,234+256.7% |