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 | $153,388 | $63,764+140.6% | $81,930+87.2% | $79,858+92.1% |
| Participation rate | 59.1% | 67.5%-8.4pp | 72.0%-12.9pp | 69.6%-10.5pp |
| Annual return | 13.21% | 22.66%-9.5pp | 29.49%-16.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,069 | $1,795+15.2% | $4,310-52.0% | $2,471-16.3% |
| Participant deferral / active EE | $4,720 | $2,780+69.7% | $7,107-33.6% | $3,740+26.2% |
| Admin fee / account holder | $12,473 | $4,426+181.8% | $5,158+141.8% | $5,306+135.1% |