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 | $208,723 | $106,749+95.5% | $145,433+43.5% | $82,448+153.2% |
| Participation rate | 57.9% | 75.6%-17.8pp | 82.1%-24.2pp | 68.1%-10.2pp |
| Annual return | 14.80% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,377 | $3,444-31.0% | $4,554-47.8% | $2,551-6.8% |
| Participant deferral / active EE | $4,541 | $6,519-30.3% | $7,897-42.5% | $4,139+9.7% |
| Admin fee / account holder | $3,861 | $8,390-54.0% | $13,129-70.6% | $7,234-46.6% |