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 | $157,961 | $78,672+100.8% | $109,143+44.7% | $85,850+84.0% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 16.18% | 25.09%-8.9pp | 25.75%-9.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,684 | $2,735-38.4% | $3,722-54.8% | $2,565-34.3% |
| Participant deferral / active EE | $4,408 | $3,467+27.1% | $4,653-5.3% | $3,952+11.6% |
| Admin fee / account holder | $6,754 | $5,469+23.5% | $6,7520% | $6,260+7.9% |