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 | $154,925 | $66,098+134.4% | $101,794+52.2% | $74,304+108.5% |
| Participation rate | 47.3% | 53.8%-6.4pp | 69.2%-21.9pp | 60.3%-13.0pp |
| Annual return | 16.57% | 19.59%-3.0pp | 30.53%-14.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,517 | $1,082+132.7% | $2,289+10.0% | $2,241+12.3% |
| Participant deferral / active EE | $3,338 | $2,781+20.0% | $4,084-18.3% | $3,767-11.4% |
| Admin fee / account holder | $7,808 | $4,146+88.3% | $8,777-11.0% | $2,969+163.0% |