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 | $182,196 | $127,065+43.4% | $113,168+61.0% | $142,382+28.0% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 15.34% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,964 | $3,442-43.0% | $2,975-34.0% | $4,299-54.3% |
| Participant deferral / active EE | $7,021 | $5,716+22.8% | $5,107+37.5% | $6,507+7.9% |
| Admin fee / account holder | $1,612 | $15,736-89.8% | $12,068-86.6% | $12,624-87.2% |