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 | $144,412 | $85,022+69.9% | $70,515+104.8% | $139,434+3.6% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 13.80% | 30.38%-16.6pp | 32.77%-19.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,245 | $3,909-68.1% | $2,973-58.1% | $4,751-73.8% |
| Participant deferral / active EE | $9,863 | $5,890+67.4% | $4,567+116.0% | $6,710+47.0% |
| Admin fee / account holder | $8,021 | $8,906-9.9% | $6,412+25.1% | $11,403-29.7% |