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 | $196,092 | $60,022+226.7% | $88,946+120.5% | $84,808+131.2% |
| Participation rate | 48.1% | 57.8%-9.8pp | 68.8%-20.8pp | 68.3%-20.3pp |
| Annual return | 13.75% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,763 | $1,703+3.6% | $2,555-31.0% | $2,631-33.0% |
| Participant deferral / active EE | $5,575 | $3,114+79.0% | $4,581+21.7% | $4,212+32.4% |
| Admin fee / account holder | $460 | $4,811-90.4% | $8,261-94.4% | $7,344-93.7% |