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 | $161,691 | $95,453+69.4% | $112,040+44.3% | $82,448+96.1% |
| Participation rate | 23.5% | 72.8%-49.2pp | 76.5%-53.0pp | 68.1%-44.5pp |
| Annual return | 17.97% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $952 | $2,318-58.9% | $2,954-67.8% | $2,551-62.7% |
| Participant deferral / active EE | $2,081 | $4,224-50.7% | $5,098-59.2% | $4,139-49.7% |
| Admin fee / account holder | $12,925 | $9,013+43.4% | $12,098+6.8% | $7,234+78.7% |