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 | $192,366 | $89,753+114.3% | $107,525+78.9% | $84,808+126.8% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 14.28% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,643 | $3,113-47.2% | $3,754-56.2% | $2,631-37.6% |
| Participant deferral / active EE | $4,500 | $4,056+10.9% | $5,116-12.0% | $4,212+6.8% |
| Admin fee / account holder | $2,113 | $7,222-70.7% | $8,919-76.3% | $7,344-71.2% |