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 | $192,553 | $72,277+166.4% | $101,248+90.2% | $79,858+141.1% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 12.35% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $837 | $2,692-68.9% | $3,660-77.1% | $2,471-66.1% |
| Participant deferral / active EE | $3,550 | $3,282+8.2% | $4,370-18.8% | $3,740-5.1% |
| Admin fee / account holder | $18,939 | $4,400+330.4% | $5,945+218.5% | $5,306+256.9% |