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 | $233,220 | $72,277+222.7% | $101,248+130.3% | $79,858+192.0% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.8%-24.2pp | 69.6%-18.0pp |
| Annual return | 14.98% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,266 | $2,692-53.0% | $3,660-65.4% | $2,471-48.7% |
| Participant deferral / active EE | $3,319 | $3,282+1.1% | $4,370-24.1% | $3,740-11.3% |
| Admin fee / account holder | $17,668 | $4,400+301.5% | $5,945+197.2% | $5,306+233.0% |