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 | $147,842 | $80,968+82.6% | $96,544+53.1% | $75,163+96.7% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.3pp | 67.2%-15.6pp |
| Annual return | 14.52% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,897 | $2,282-16.8% | $2,965-36.0% | $2,670-28.9% |
| Participant deferral / active EE | $4,874 | $3,928+24.1% | $4,851+0.5% | $4,125+18.1% |
| Admin fee / account holder | $21,866 | $6,724+225.2% | $8,252+165.0% | $5,651+286.9% |