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 | $132,763 | $90,503+46.7% | $78,689+68.7% | $273,961-51.5% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 11.34% | 75.60%-64.3pp | 62.18%-50.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $7,983 | $3,176+151.4% | $2,851+180.0% | $4,869+64.0% |
| Participant deferral / active EE | $3,797 | $3,901-2.7% | $3,517+8.0% | $5,287-28.2% |
| Admin fee / account holder | $7,041 | $5,263+33.8% | $4,510+56.1% | $10,132-30.5% |