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 | $174,323 | $83,477+108.8% | $125,175+39.3% | $72,985+138.8% |
| Participation rate | 61.4% | 73.3%-11.9pp | 79.8%-18.4pp | 69.5%-8.1pp |
| Annual return | 19.85% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,634 | $2,345-30.3% | $3,865-57.7% | $2,440-33.0% |
| Participant deferral / active EE | $3,762 | $3,585+4.9% | $4,937-23.8% | $3,607+4.3% |
| Admin fee / account holder | $46,127 | $5,517+736.0% | $9,702+375.4% | $5,124+800.1% |