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 | $88,672+65.5% | $105,223+39.5% | $82,448+78.0% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 17.37% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,001 | $3,048-1.5% | $3,689-18.6% | $2,551+17.7% |
| Participant deferral / active EE | $2,365 | $4,036-41.4% | $5,072-53.4% | $4,139-42.9% |
| Admin fee / account holder | $6,494 | $7,146-9.1% | $8,859-26.7% | $7,234-10.2% |