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 | $175,252 | $72,277+142.5% | $101,248+73.1% | $79,858+119.5% |
| Participation rate | 67.1% | 68.5%-1.4pp | 75.8%-8.7pp | 69.6%-2.5pp |
| Annual return | 13.91% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,291 | $2,692-52.0% | $3,660-64.7% | $2,471-47.8% |
| Participant deferral / active EE | $4,989 | $3,282+52.0% | $4,370+14.2% | $3,740+33.4% |
| Admin fee / account holder | $15,973 | $4,400+263.0% | $5,945+168.7% | $5,306+201.0% |