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 | $175,963 | $95,453+84.3% | $112,040+57.1% | $82,448+113.4% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.5%-28.4pp | 68.1%-20.0pp |
| Annual return | 13.70% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $5,333 | $2,318+130.1% | $2,954+80.6% | $2,551+109.1% |
| Participant deferral / active EE | $5,420 | $4,224+28.3% | $5,098+6.3% | $4,139+30.9% |
| Admin fee / account holder | $22,534 | $9,013+150.0% | $12,098+86.3% | $7,234+211.5% |