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 | $169,137 | $84,556+100.0% | $116,228+45.5% | $74,304+127.6% |
| Participation rate | 48.1% | 66.0%-17.9pp | 74.6%-26.4pp | 60.3%-12.2pp |
| Annual return | 16.32% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,595 | $2,168-26.4% | $2,994-46.8% | $2,241-28.9% |
| Participant deferral / active EE | $3,500 | $3,814-8.2% | $4,953-29.3% | $3,767-7.1% |
| Admin fee / account holder | $522 | $3,792-86.2% | $11,989-95.6% | $2,969-82.4% |