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 | $136,964 | $76,670+78.6% | $96,683+41.7% | $71,457+91.7% |
| Participation rate | 48.0% | 66.6%-18.5pp | 74.3%-26.3pp | 67.9%-19.9pp |
| Annual return | 15.77% | 48.29%-32.5pp | 35.69%-19.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,309 | $3,031-23.8% | $3,737-38.2% | $2,588-10.8% |
| Participant deferral / active EE | $4,917 | $3,771+30.4% | $4,878+0.8% | $4,289+14.7% |
| Admin fee / account holder | $10,391 | $2,028+412.3% | $6,730+54.4% | $1,587+554.6% |