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 4-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 | $215,848 | $111,754+93.1% | $103,333+108.9% | $145,922+47.9% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 10.81% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,392 | $4,212-43.2% | $3,868-38.2% | $4,660-48.7% |
| Participant deferral / active EE | $5,752 | $5,619+2.4% | $5,057+13.7% | $6,688-14.0% |
| Admin fee / account holder | $37,516 | $9,750+284.8% | $8,355+349.0% | $13,397+180.0% |