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 | $152,175 | $65,409+132.7% | $98,442+54.6% | $85,850+77.3% |
| Participation rate | 53.1% | 65.0%-11.9pp | 73.3%-20.3pp | 69.3%-16.3pp |
| Annual return | 12.93% | 21.76%-8.8pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,290 | $2,168+5.6% | $2,960-22.6% | $2,565-10.7% |
| Participant deferral / active EE | $3,464 | $3,166+9.4% | $4,276-19.0% | $3,952-12.3% |
| Admin fee / account holder | $2,639 | $4,593-42.5% | $5,949-55.6% | $6,260-57.8% |