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 | $227,187 | $72,277+214.3% | $101,248+124.4% | $79,858+184.5% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 19.25% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,866 | $2,692-30.7% | $3,660-49.0% | $2,471-24.5% |
| Participant deferral / active EE | $5,069 | $3,282+54.5% | $4,370+16.0% | $3,740+35.5% |
| Admin fee / account holder | $1,126 | $4,400-74.4% | $5,945-81.1% | $5,306-78.8% |