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 | $158,000 | $88,672+78.2% | $105,223+50.2% | $82,448+91.6% |
| Participation rate | 27.1% | 67.9%-40.8pp | 75.0%-47.9pp | 68.1%-40.9pp |
| Annual return | 15.32% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,409 | $3,048-53.8% | $3,689-61.8% | $2,551-44.8% |
| Participant deferral / active EE | $2,385 | $4,036-40.9% | $5,072-53.0% | $4,139-42.4% |
| Admin fee / account holder | $8,844 | $7,146+23.8% | $8,859-0.2% | $7,234+22.2% |