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 | $156,475 | $101,069+54.8% | $81,478+92.0% | $147,584+6.0% |
| Participation rate | 29.4% | 74.5%-45.0pp | 68.0%-38.5pp | 82.8%-53.4pp |
| Annual return | 8.03% | 32.40%-24.4pp | 38.78%-30.7pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,115 | $3,205-34.0% | $2,568-17.6% | $4,876-56.6% |
| Participant deferral / active EE | $3,688 | $4,242-13.1% | $3,537+4.3% | $5,439-32.2% |
| Admin fee / account holder | $2,185 | $5,812-62.4% | $4,561-52.1% | $10,885-79.9% |