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 | $172,962 | $78,926+119.1% | $136,749+26.5% | $84,808+103.9% |
| Participation rate | 29.7% | 62.2%-32.4pp | 72.1%-42.4pp | 68.3%-38.6pp |
| Annual return | 17.88% | 18.17%-0.3pp | 24.33%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,718 | $2,134-19.5% | $3,400-49.5% | $2,631-34.7% |
| Participant deferral / active EE | $4,075 | $3,168+28.6% | $4,692-13.2% | $4,212-3.2% |
| Admin fee / account holder | $1,367 | $6,369-78.5% | $11,386-88.0% | $7,344-81.4% |