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 | $147,555 | $80,673+82.9% | $101,326+45.6% | $84,808+74.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 81.5%-21.5pp | 68.3%-8.3pp |
| Annual return | 15.22% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,263 | $2,698-16.1% | $3,665-38.3% | $2,631-14.0% |
| Participant deferral / active EE | $9,611 | $6,840+40.5% | $7,994+20.2% | $4,212+128.2% |
| Admin fee / account holder | $39,069 | $12,784+205.6% | $11,185+249.3% | $7,344+432.0% |