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 | $156,355 | $65,409+139.0% | $98,442+58.8% | $85,850+82.1% |
| Participation rate | 50.8% | 65.0%-14.2pp | 73.3%-22.6pp | 69.3%-18.5pp |
| Annual return | 17.61% | 21.76%-4.1pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,005 | $2,168-53.6% | $2,960-66.0% | $2,565-60.8% |
| Participant deferral / active EE | $2,177 | $3,166-31.2% | $4,276-49.1% | $3,952-44.9% |
| Admin fee / account holder | $7,104 | $4,593+54.7% | $5,949+19.4% | $6,260+13.5% |