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 | $155,166 | $109,881+41.2% | $150,045+3.4% | $84,808+83.0% |
| Participation rate | 24.0% | 76.1%-52.1pp | 82.3%-58.3pp | 68.3%-44.3pp |
| Annual return | 17.41% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,746 | $3,561+117.5% | $4,693+65.0% | $2,631+194.4% |
| Participant deferral / active EE | $22,680 | $6,636+241.8% | $7,997+183.6% | $4,212+438.5% |
| Admin fee / account holder | $52,628 | $8,568+514.2% | $13,435+291.7% | $7,344+616.6% |