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 | $172,395 | $53,516+222.1% | $126,539+36.2% | $84,808+103.3% |
| Participation rate | 52.2% | 58.2%-6.0pp | 69.8%-17.6pp | 68.3%-16.1pp |
| Annual return | 21.92% | 58.34%-36.4pp | 425.95%-404.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,463 | $1,535+125.6% | $3,674-5.8% | $2,631+31.6% |
| Participant deferral / active EE | $6,430 | $2,671+140.7% | $4,083+57.5% | $4,212+52.7% |
| Admin fee / account holder | $3,987 | $4,497-11.3% | $6,065-34.3% | $7,344-45.7% |