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 | $180,333 | $80,724+123.4% | $103,333+74.5% | $74,495+142.1% |
| Participation rate | 44.6% | 65.7%-21.1pp | 74.5%-29.9pp | 67.2%-22.6pp |
| Annual return | 12.59% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,876 | $3,157-40.6% | $3,868-51.5% | $2,623-28.5% |
| Participant deferral / active EE | $2,660 | $3,860-31.1% | $5,057-47.4% | $4,346-38.8% |
| Admin fee / account holder | $15,735 | $2,368+564.5% | $8,355+88.3% | $1,942+710.4% |