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 | $81,823 | $46,553+75.8% | $64,056+27.7% | $75,163+8.9% |
| Participation rate | 47.6% | 65.9%-18.3pp | 72.3%-24.7pp | 67.2%-19.6pp |
| Annual return | 18.79% | 26.03%-7.2pp | 33.69%-14.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,156 | $1,974+59.9% | $2,747+14.9% | $2,670+18.2% |
| Participant deferral / active EE | $4,601 | $2,837+62.2% | $3,880+18.6% | $4,125+11.5% |
| Admin fee / account holder | $8,736 | $2,952+195.9% | $3,068+184.7% | $5,651+54.6% |