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 | $145,151 | $86,929+67.0% | $102,423+41.7% | $80,856+79.5% |
| Participation rate | 52.6% | 72.4%-19.7pp | 76.5%-23.9pp | 67.6%-15.0pp |
| Annual return | 10.59% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,443 | $2,369-39.1% | $3,023-52.3% | $2,755-47.6% |
| Participant deferral / active EE | $2,703 | $4,118-34.4% | $5,053-46.5% | $4,296-37.1% |
| Admin fee / account holder | $6,632 | $8,049-17.6% | $9,451-29.8% | $6,918-4.1% |