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 | $195,718 | $80,705+142.5% | $115,768+69.1% | $67,986+187.9% |
| Participation rate | 50.6% | 63.0%-12.3pp | 74.4%-23.8pp | 57.2%-6.6pp |
| Annual return | 14.76% | 18.49%-3.7pp | 100.46%-85.7pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,191 | $2,046-41.8% | $2,940-59.5% | $2,019-41.0% |
| Participant deferral / active EE | $4,796 | $3,559+34.8% | $4,917-2.5% | $3,358+42.8% |
| Admin fee / account holder | $6,640 | $4,135+60.6% | $12,439-46.6% | $3,203+107.3% |