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 | $158,850 | $58,208+172.9% | $81,812+94.2% | $80,856+96.5% |
| Participation rate | 55.0% | 63.4%-8.4pp | 72.3%-17.3pp | 67.6%-12.6pp |
| Annual return | 17.44% | 41.66%-24.2pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,245 | $2,340-4.0% | $2,912-22.9% | $2,755-18.5% |
| Participant deferral / active EE | $4,295 | $3,281+30.9% | $4,319-0.5% | $4,2960% |
| Admin fee / account holder | $3,184 | $4,981-36.1% | $7,386-56.9% | $6,918-54.0% |