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 | $154,001 | $96,128+60.2% | $136,007+13.2% | $80,856+90.5% |
| Participation rate | 53.1% | 71.2%-18.2pp | 76.5%-23.4pp | 67.6%-14.6pp |
| Annual return | 13.99% | 28.71%-14.7pp | 579.32%-565.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $880 | $3,351-73.7% | $4,217-79.1% | $2,755-68.0% |
| Participant deferral / active EE | $3,475 | $5,709-39.1% | $7,025-50.5% | $4,296-19.1% |
| Admin fee / account holder | $3,135 | $8,236-61.9% | $6,858-54.3% | $6,918-54.7% |