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 | $150,600 | $64,839+132.3% | $95,585+57.6% | $84,808+77.6% |
| Participation rate | 51.5% | 63.8%-12.3pp | 72.1%-20.6pp | 68.3%-16.8pp |
| Annual return | 15.03% | -670.96%+686.0pp | 38.56%-23.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,852 | $1,759+5.3% | $2,527-26.7% | $2,631-29.6% |
| Participant deferral / active EE | $3,267 | $2,965+10.2% | $4,023-18.8% | $4,212-22.4% |
| Admin fee / account holder | $45,803 | $5,964+667.9% | $6,127+647.5% | $7,344+523.7% |