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 | $151,002 | $72,071+109.5% | $68,368+120.9% | $137,256+10.0% |
| Participation rate | 27.8% | 76.2%-48.5pp | 73.8%-46.0pp | 80.0%-52.2pp |
| Annual return | 15.23% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $842 | $2,788-69.8% | $2,649-68.2% | $4,156-79.7% |
| Participant deferral / active EE | $4,014 | $4,410-9.0% | $4,123-2.6% | $6,407-37.4% |
| Admin fee / account holder | $83,924 | $5,336+1472.9% | $5,150+1529.6% | $12,270+584.0% |