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 | $187,935 | $72,277+160.0% | $101,248+85.6% | $79,858+135.3% |
| Participation rate | 47.0% | 68.5%-21.5pp | 75.8%-28.8pp | 69.6%-22.7pp |
| Annual return | 13.03% | 22.30%-9.3pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,217 | $2,692-54.8% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $2,658 | $3,282-19.0% | $4,370-39.2% | $3,740-28.9% |
| Admin fee / account holder | $1,916 | $4,400-56.5% | $5,945-67.8% | $5,306-63.9% |