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 | $156,762 | $95,803+63.6% | $113,168+38.5% | $84,808+84.8% |
| Participation rate | 56.7% | 72.9%-16.2pp | 76.6%-19.9pp | 68.3%-11.6pp |
| Annual return | 18.67% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,763 | $2,360-25.3% | $2,975-40.7% | $2,631-33.0% |
| Participant deferral / active EE | $5,431 | $4,242+28.0% | $5,107+6.3% | $4,212+28.9% |
| Admin fee / account holder | $5,521 | $8,989-38.6% | $12,068-54.3% | $7,344-24.8% |