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 | $154,288 | $58,234+164.9% | $81,783+88.7% | $80,874+90.8% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.4%-12.4pp | 67.6%-7.6pp |
| Annual return | 12.68% | 41.70%-29.0pp | 775.05%-762.4pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,395 | $2,341+2.3% | $2,913-17.8% | $2,756-13.1% |
| Participant deferral / active EE | $7,439 | $3,283+126.6% | $4,320+72.2% | $4,297+73.1% |
| Admin fee / account holder | $2,572 | $4,982-48.4% | $7,380-65.1% | $6,935-62.9% |