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 | $174,655 | $77,899+124.2% | $149,673+16.7% | $75,163+132.4% |
| Participation rate | 11.1% | 65.6%-54.5pp | 78.8%-67.7pp | 67.2%-56.1pp |
| Annual return | 14.12% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,571 | $3,137-18.0% | $4,818-46.6% | $2,670-3.7% |
| Participant deferral / active EE | $5,336 | $3,411+56.4% | $5,680-6.1% | $4,125+29.3% |
| Admin fee / account holder | $18,996 | $5,956+218.9% | $13,210+43.8% | $5,651+236.2% |