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 | $230,781 | $74,927+208.0% | $101,794+126.7% | $84,808+172.1% |
| Participation rate | 34.8% | 61.4%-26.6pp | 69.2%-34.4pp | 68.3%-33.5pp |
| Annual return | 16.93% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,346 | $1,522-11.5% | $2,289-41.2% | $2,631-48.8% |
| Participant deferral / active EE | $4,974 | $3,099+60.5% | $4,084+21.8% | $4,212+18.1% |
| Admin fee / account holder | $7,021 | $6,514+7.8% | $8,777-20.0% | $7,344-4.4% |