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 | $170,665 | $83,369+104.7% | $105,223+62.2% | $67,986+151.0% |
| Participation rate | 13.7% | 56.3%-42.6pp | 75.0%-61.3pp | 57.2%-43.5pp |
| Annual return | 19.31% | 24.64%-5.3pp | 180.65%-161.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $850 | $2,541-66.6% | $3,689-77.0% | $2,019-57.9% |
| Participant deferral / active EE | $1,527 | $3,295-53.7% | $5,072-69.9% | $3,358-54.5% |
| Admin fee / account holder | $5,120 | $4,073+25.7% | $8,859-42.2% | $3,203+59.8% |