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 | $153,014 | $89,753+70.5% | $107,525+42.3% | $84,808+80.4% |
| Participation rate | 53.7% | 68.1%-14.4pp | 75.1%-21.4pp | 68.3%-14.7pp |
| Annual return | 17.66% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,349 | $3,113-24.6% | $3,754-37.4% | $2,631-10.7% |
| Participant deferral / active EE | $3,133 | $4,056-22.7% | $5,116-38.7% | $4,212-25.6% |
| Admin fee / account holder | $6,926 | $7,222-4.1% | $8,919-22.3% | $7,344-5.7% |