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 | $148,024 | $65,041+127.6% | $90,951+62.8% | $79,858+85.4% |
| Participation rate | 58.5% | 61.6%-3.1pp | 69.0%-10.5pp | 69.6%-11.1pp |
| Annual return | 13.33% | 30.45%-17.1pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $858 | $1,247-31.2% | $2,122-59.6% | $2,471-65.3% |
| Participant deferral / active EE | $4,265 | $2,512+69.8% | $3,373+26.4% | $3,740+14.0% |
| Admin fee / account holder | $1,279 | $4,536-71.8% | $5,959-78.5% | $5,306-75.9% |