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 | $159,380 | $94,031+69.5% | $115,768+37.7% | $82,448+93.3% |
| Participation rate | 51.7% | 70.4%-18.8pp | 74.4%-22.7pp | 68.1%-16.4pp |
| Annual return | 13.80% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,025 | $2,323-55.9% | $2,940-65.1% | $2,551-59.8% |
| Participant deferral / active EE | $2,240 | $3,972-43.6% | $4,917-54.4% | $4,139-45.9% |
| Admin fee / account holder | $16,502 | $10,249+61.0% | $12,439+32.7% | $7,234+128.1% |