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 | $151,743 | $58,512+159.3% | $84,015+80.6% | $72,985+107.9% |
| Participation rate | 65.1% | 61.2%+3.9pp | 69.0%-3.9pp | 69.5%-4.4pp |
| Annual return | 23.25% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $719 | $1,163-38.2% | $1,983-63.7% | $2,440-70.5% |
| Participant deferral / active EE | $6,195 | $2,394+158.8% | $3,239+91.3% | $3,607+71.7% |
| Admin fee / account holder | $23,157 | $4,569+406.8% | $6,101+279.6% | $5,124+351.9% |