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 | $150,989 | $93,571+61.4% | $135,903+11.1% | $75,163+100.9% |
| Participation rate | 58.6% | 75.2%-16.6pp | 81.9%-23.3pp | 67.2%-8.6pp |
| Annual return | 15.93% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,178 | $3,537-10.1% | $4,856-34.6% | $2,670+19.0% |
| Participant deferral / active EE | $7,242 | $6,404+13.1% | $7,758-6.6% | $4,125+75.6% |
| Admin fee / account holder | $12,482 | $6,975+78.9% | $10,762+16.0% | $5,651+120.9% |