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 | $173,028 | $66,098+161.8% | $101,794+70.0% | $74,304+132.9% |
| Participation rate | 51.2% | 53.8%-2.5pp | 69.2%-18.0pp | 60.3%-9.1pp |
| Annual return | 13.77% | 19.59%-5.8pp | 30.53%-16.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,236 | $1,082+14.3% | $2,289-46.0% | $2,241-44.8% |
| Participant deferral / active EE | $5,421 | $2,781+94.9% | $4,084+32.7% | $3,767+43.9% |
| Admin fee / account holder | $41,178 | $4,146+893.2% | $8,777+369.2% | $2,969+1287.0% |