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 | $155,832 | $86,929+79.3% | $102,423+52.1% | $80,856+92.7% |
| Participation rate | 40.6% | 72.4%-31.8pp | 76.5%-35.9pp | 67.6%-27.0pp |
| Annual return | 15.59% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,144 | $2,369-9.5% | $3,023-29.1% | $2,755-22.2% |
| Participant deferral / active EE | $7,616 | $4,118+84.9% | $5,053+50.7% | $4,296+77.3% |
| Admin fee / account holder | $26,138 | $8,049+224.7% | $9,451+176.6% | $6,918+277.8% |