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 | $151,909 | $72,277+110.2% | $101,248+50.0% | $79,858+90.2% |
| Participation rate | 59.6% | 68.5%-8.8pp | 75.8%-16.2pp | 69.6%-10.0pp |
| Annual return | 19.54% | 22.30%-2.8pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,269 | $2,692-52.9% | $3,660-65.3% | $2,471-48.7% |
| Participant deferral / active EE | $6,221 | $3,282+89.6% | $4,370+42.4% | $3,740+66.3% |
| Admin fee / account holder | $11,785 | $4,400+167.8% | $5,945+98.2% | $5,306+122.1% |