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 | $146,759 | $89,753+63.5% | $107,525+36.5% | $84,808+73.0% |
| Participation rate | 37.5% | 68.1%-30.6pp | 75.1%-37.6pp | 68.3%-30.8pp |
| Annual return | 17.37% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,001 | $3,113-3.6% | $3,754-20.0% | $2,631+14.1% |
| Participant deferral / active EE | $2,365 | $4,056-41.7% | $5,116-53.8% | $4,212-43.8% |
| Admin fee / account holder | $6,494 | $7,222-10.1% | $8,919-27.2% | $7,344-11.6% |