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 | $156,643 | $55,449+182.5% | $83,848+86.8% | $56,287+178.3% |
| Participation rate | 61.8% | 68.0%-6.2pp | 76.1%-14.4pp | 69.9%-8.1pp |
| Annual return | 11.86% | -1.38%+13.2pp | 850.88%-839.0pp | -9.96%+21.8pp |
| Employer contribution / active EE | $2,419 | $2,430-0.5% | $3,631-33.4% | $2,111+14.6% |
| Participant deferral / active EE | $3,267 | $2,935+11.3% | $4,082-20.0% | $3,350-2.5% |
| Admin fee / account holder | $4,752 | $656+624.3% | $5,478-13.3% | $521+812.1% |