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 | $168,810 | $83,369+102.5% | $105,223+60.4% | $67,986+148.3% |
| Participation rate | 31.0% | 56.3%-25.3pp | 75.0%-44.0pp | 57.2%-26.2pp |
| Annual return | 14.88% | 24.64%-9.8pp | 180.65%-165.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,982 | $2,541-22.0% | $3,689-46.3% | $2,019-1.8% |
| Participant deferral / active EE | $2,365 | $3,295-28.2% | $5,072-53.4% | $3,358-29.6% |
| Admin fee / account holder | $1,084 | $4,073-73.4% | $8,859-87.8% | $3,203-66.2% |