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 | $246,277 | $65,041+278.6% | $90,951+170.8% | $79,858+208.4% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 14.26% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,393 | $1,247+91.9% | $2,122+12.8% | $2,471-3.1% |
| Participant deferral / active EE | $5,796 | $2,512+130.7% | $3,373+71.8% | $3,740+55.0% |
| Admin fee / account holder | $3,122 | $4,536-31.2% | $5,959-47.6% | $5,306-41.2% |