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 | $168,587 | $77,634+117.2% | $156,549+7.7% | $62,891+168.1% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.8pp |
| Annual return | 8.81% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,249 | $3,444-34.7% | $5,501-59.1% | $2,281-1.4% |
| Participant deferral / active EE | $3,513 | $3,045+15.4% | $4,871-27.9% | $3,203+9.7% |
| Admin fee / account holder | $982 | $5,561-82.3% | $13,027-92.5% | $4,296-77.1% |