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 | $161,286 | $39,019+313.3% | $80,716+99.8% | $85,850+87.9% |
| Participation rate | 28.2% | 41.5%-13.3pp | 54.2%-26.0pp | 69.3%-41.1pp |
| Annual return | 15.75% | 26.27%-10.5pp | 87.28%-71.5pp | 318.53%-302.8pp |
| Employer contribution / active EE | $522 | $722-27.7% | $1,160-55.0% | $2,565-79.6% |
| Participant deferral / active EE | $1,928 | $1,326+45.4% | $2,146-10.2% | $3,952-51.2% |
| Admin fee / account holder | $2,098 | $2,431-13.7% | $3,380-37.9% | $6,260-66.5% |