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 | $171,110 | $71,050+140.8% | $93,606+82.8% | $80,856+111.6% |
| Participation rate | 39.1% | 60.4%-21.3pp | 68.7%-29.6pp | 67.6%-28.5pp |
| Annual return | 16.73% | 11.26%+5.5pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,449 | $1,564-7.3% | $2,420-40.1% | $2,755-47.4% |
| Participant deferral / active EE | $2,942 | $4,034-27.1% | $4,411-33.3% | $4,296-31.5% |
| Admin fee / account holder | $14,049 | $6,945+102.3% | $8,285+69.6% | $6,918+103.1% |