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 | $155,521 | $72,277+115.2% | $101,248+53.6% | $79,858+94.7% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 17.68% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,163 | $2,692-56.8% | $3,660-68.2% | $2,471-52.9% |
| Participant deferral / active EE | $4,183 | $3,282+27.5% | $4,370-4.3% | $3,740+11.8% |
| Admin fee / account holder | $355 | $4,400-91.9% | $5,945-94.0% | $5,306-93.3% |