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 9-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 | $157,048 | $92,222+70.3% | $76,768+104.6% | $135,375+16.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 1.04% | 5.46%-4.4pp | 2.43%-1.4pp | 519.73%-518.7pp |
| Employer contribution / active EE | $4,329 | $3,216+34.6% | $2,485+74.2% | $4,779-9.4% |
| Participant deferral / active EE | $4,347 | $4,509-3.6% | $3,852+12.9% | $5,609-22.5% |
| Admin fee / account holder | $16,823 | $10,748+56.5% | $6,675+152.0% | $10,827+55.4% |