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 | $213,431 | $81,460+162.0% | $103,333+106.5% | $80,856+164.0% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 13.74% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,659 | $3,105+17.8% | $3,868-5.4% | $2,755+32.8% |
| Participant deferral / active EE | $4,946 | $3,869+27.8% | $5,057-2.2% | $4,296+15.1% |
| Admin fee / account holder | $6,002 | $6,566-8.6% | $8,355-28.2% | $6,918-13.2% |