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 | $159,339 | $64,324+147.7% | $118,925+34.0% | $79,858+99.5% |
| Participation rate | 43.2% | 64.9%-21.6pp | 75.4%-32.1pp | 69.6%-26.4pp |
| Annual return | 14.94% | 86.45%-71.5pp | 35.88%-20.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,154 | $1,836-37.1% | $3,263-64.6% | $2,471-53.3% |
| Participant deferral / active EE | $3,432 | $2,824+21.6% | $4,265-19.5% | $3,740-8.2% |
| Admin fee / account holder | $2,308 | $4,040-42.9% | $6,581-64.9% | $5,306-56.5% |