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 | $164,506 | $89,753+83.3% | $107,525+53.0% | $84,808+94.0% |
| Participation rate | 55.6% | 68.1%-12.5pp | 75.1%-19.5pp | 68.3%-12.8pp |
| Annual return | 21.05% | 29.48%-8.4pp | 181.32%-160.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,898 | $3,113-39.0% | $3,754-49.4% | $2,631-27.9% |
| Participant deferral / active EE | $5,020 | $4,056+23.8% | $5,116-1.9% | $4,212+19.2% |
| Admin fee / account holder | $14,201 | $7,222+96.6% | $8,919+59.2% | $7,344+93.4% |