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 | $177,960 | $30,400+485.4% | $53,898+230.2% | $84,808+109.8% |
| Participation rate | 46.2% | 46.4%-0.3pp | 55.0%-8.8pp | 68.3%-22.2pp |
| Annual return | 17.21% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $634 | $603+5.2% | $932-32.0% | $2,631-75.9% |
| Participant deferral / active EE | $3,006 | $1,199+150.8% | $1,826+64.6% | $4,212-28.6% |
| Admin fee / account holder | $3,183 | $1,993+59.7% | $2,491+27.8% | $7,344-56.7% |