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 | $158,794 | $77,503+104.9% | $100,391+58.2% | $80,856+96.4% |
| Participation rate | 69.2% | 76.9%-7.7pp | 81.5%-12.3pp | 67.6%+1.6pp |
| Annual return | 15.40% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,505 | $2,801-46.3% | $3,942-61.8% | $2,755-45.4% |
| Participant deferral / active EE | $4,639 | $6,820-32.0% | $8,082-42.6% | $4,296+8.0% |
| Admin fee / account holder | $23,224 | $5,897+293.8% | $7,899+194.0% | $6,918+235.7% |