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 5-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 | $152,417 | $86,929+75.3% | $102,423+48.8% | $80,856+88.5% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.6%-13.0pp |
| Annual return | 14.28% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,770 | $2,369-25.3% | $3,023-41.4% | $2,755-35.7% |
| Participant deferral / active EE | $5,162 | $4,118+25.3% | $5,053+2.2% | $4,296+20.2% |
| Admin fee / account holder | $12,291 | $8,049+52.7% | $9,451+30.1% | $6,918+77.7% |