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 | $139,088 | $72,277+92.4% | $101,248+37.4% | $79,858+74.2% |
| Participation rate | 64.8% | 68.5%-3.7pp | 75.8%-11.0pp | 69.6%-4.8pp |
| Annual return | 14.88% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,422 | $2,692-47.2% | $3,660-61.1% | $2,471-42.4% |
| Participant deferral / active EE | $5,625 | $3,282+71.4% | $4,370+28.7% | $3,740+50.4% |
| Admin fee / account holder | $10,942 | $4,400+148.7% | $5,945+84.0% | $5,306+106.2% |