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 | $192,891 | $86,929+121.9% | $102,423+88.3% | $80,856+138.6% |
| Participation rate | 41.5% | 72.4%-30.9pp | 76.5%-35.0pp | 67.6%-26.1pp |
| Annual return | 15.15% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,647 | $2,369-30.5% | $3,023-45.5% | $2,755-40.2% |
| Participant deferral / active EE | $3,692 | $4,118-10.4% | $5,053-26.9% | $4,296-14.1% |
| Admin fee / account holder | $33,235 | $8,049+312.9% | $9,451+251.7% | $6,918+380.4% |