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 | $168,968 | $124,281+36.0% | $109,143+54.8% | $167,490+0.9% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 26.14% | 26.04%+0.1pp | 25.75%+0.4pp | 478.56%-452.4pp |
| Employer contribution / active EE | $2,047 | $4,207-51.3% | $3,722-45.0% | $4,837-57.7% |
| Participant deferral / active EE | $7,653 | $5,255+45.6% | $4,653+64.5% | $6,341+20.7% |
| Admin fee / account holder | $4,402 | $7,970-44.8% | $6,752-34.8% | $12,309-64.2% |