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 | $202,492 | $109,881+84.3% | $150,045+35.0% | $84,808+138.8% |
| Participation rate | 59.4% | 76.1%-16.7pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 14.73% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,020 | $3,561-43.3% | $4,693-57.0% | $2,631-23.2% |
| Participant deferral / active EE | $5,128 | $6,636-22.7% | $7,997-35.9% | $4,212+21.8% |
| Admin fee / account holder | $24,021 | $8,568+180.4% | $13,435+78.8% | $7,344+227.1% |