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 | $205,308 | $88,672+131.5% | $105,223+95.1% | $82,448+149.0% |
| Participation rate | 35.1% | 67.9%-32.8pp | 75.0%-39.9pp | 68.1%-32.9pp |
| Annual return | 14.13% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,061 | $3,048+0.4% | $3,689-17.0% | $2,551+20.0% |
| Participant deferral / active EE | $2,728 | $4,036-32.4% | $5,072-46.2% | $4,139-34.1% |
| Admin fee / account holder | $2,662 | $7,146-62.8% | $8,859-70.0% | $7,234-63.2% |