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 | $190,095 | $91,552+107.6% | $133,956+41.9% | $79,858+138.0% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | 24.70% | 61.85%-37.1pp | 45.09%-20.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $811 | $2,384-66.0% | $3,919-79.3% | $2,471-67.2% |
| Participant deferral / active EE | $2,411 | $3,733-35.4% | $5,048-52.2% | $3,740-35.5% |
| Admin fee / account holder | $12,038 | $6,321+90.4% | $8,927+34.8% | $5,306+126.9% |