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 | $142,467 | $86,929+63.9% | $102,423+39.1% | $80,856+76.2% |
| Participation rate | 48.2% | 72.4%-24.1pp | 76.5%-28.3pp | 67.6%-19.4pp |
| Annual return | 15.56% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,596 | $2,369-32.6% | $3,023-47.2% | $2,755-42.1% |
| Participant deferral / active EE | $3,558 | $4,118-13.6% | $5,053-29.6% | $4,296-17.2% |
| Admin fee / account holder | $9,028 | $8,049+12.2% | $9,451-4.5% | $6,918+30.5% |