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 | $167,895 | $99,341+69.0% | $84,750+98.1% | $273,961-38.7% |
| Participation rate | 47.1% | 80.7%-33.6pp | 76.6%-29.5pp | 83.0%-36.0pp |
| Annual return | 2.61% | 22.93%-20.3pp | 22.78%-20.2pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,531 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $3,741 | $4,269-12.4% | $3,712+0.8% | $5,287-29.2% |
| Admin fee / account holder | $1,006 | $6,644-84.9% | $5,332-81.1% | $10,132-90.1% |