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 | $148,307 | $80,724+83.7% | $103,333+43.5% | $74,495+99.1% |
| Participation rate | 54.5% | 65.7%-11.2pp | 74.5%-20.0pp | 67.2%-12.7pp |
| Annual return | 11.88% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,853 | $3,157-41.3% | $3,868-52.1% | $2,623-29.3% |
| Participant deferral / active EE | $3,095 | $3,860-19.8% | $5,057-38.8% | $4,346-28.8% |
| Admin fee / account holder | $2,975 | $2,368+25.6% | $8,355-64.4% | $1,942+53.2% |