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 | $223,332 | $71,516+212.3% | $98,439+126.9% | $71,457+212.5% |
| Participation rate | 60.7% | 72.7%-12.0pp | 75.2%-14.4pp | 67.9%-7.2pp |
| Annual return | 21.65% | 32.41%-10.8pp | 21.16%+0.5pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,461 | $2,399-39.1% | $3,048-52.1% | $2,588-43.5% |
| Participant deferral / active EE | $3,381 | $4,109-17.7% | $4,738-28.6% | $4,289-21.2% |
| Admin fee / account holder | $6,819 | $1,675+307.1% | $8,948-23.8% | $1,587+329.6% |