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 | $135,954 | $65,409+107.9% | $98,442+38.1% | $85,850+58.4% |
| Participation rate | 42.2% | 65.0%-22.8pp | 73.3%-31.1pp | 69.3%-27.1pp |
| Annual return | 17.40% | 21.76%-4.4pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,866 | $2,168-13.9% | $2,960-36.9% | $2,565-27.2% |
| Participant deferral / active EE | $4,380 | $3,166+38.3% | $4,276+2.4% | $3,952+10.8% |
| Admin fee / account holder | $3,594 | $4,593-21.7% | $5,949-39.6% | $6,260-42.6% |