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 | $140,072 | $58,828+138.1% | $77,999+79.6% | $62,891+122.7% |
| Participation rate | 35.6% | 71.1%-35.5pp | 75.5%-40.0pp | 69.3%-33.8pp |
| Annual return | 8.82% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,177 | $1,672-29.6% | $2,470-52.4% | $2,281-48.4% |
| Participant deferral / active EE | $1,813 | $2,686-32.5% | $3,497-48.1% | $3,203-43.4% |
| Admin fee / account holder | $7,309 | $4,393+66.4% | $5,480+33.4% | $4,296+70.1% |