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 | $187,799 | $72,277+159.8% | $101,248+85.5% | $79,858+135.2% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 18.83% | 22.30%-3.5pp | 46.47%-27.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,107 | $2,692-58.9% | $3,660-69.8% | $2,471-55.2% |
| Participant deferral / active EE | $3,906 | $3,282+19.0% | $4,370-10.6% | $3,740+4.4% |
| Admin fee / account holder | $8,404 | $4,400+91.0% | $5,945+41.4% | $5,306+58.4% |