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 | $164,202 | $42,886+282.9% | $88,946+84.6% | $85,563+91.9% |
| Participation rate | 32.8% | 37.9%-5.1pp | 68.8%-36.0pp | 66.0%-33.1pp |
| Annual return | 17.22% | 44.56%-27.3pp | 57.82%-40.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,457 | $1,147+27.0% | $2,555-43.0% | $2,654-45.1% |
| Participant deferral / active EE | $3,155 | $2,108+49.7% | $4,581-31.1% | $4,375-27.9% |
| Admin fee / account holder | $4,012 | $2,263+77.2% | $8,261-51.4% | $834+380.9% |