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 | $92,209 | $49,138+87.7% | $84,015+9.8% | $65,185+41.5% |
| Participation rate | 24.1% | 60.7%-36.6pp | 69.0%-44.9pp | 70.2%-46.1pp |
| Annual return | 22.08% | 23.00%-0.9pp | 71.31%-49.2pp | 29.38%-7.3pp |
| Employer contribution / active EE | $613 | $914-32.9% | $1,983-69.1% | $2,177-71.8% |
| Participant deferral / active EE | $1,355 | $2,397-43.5% | $3,239-58.2% | $3,514-61.4% |
| Admin fee / account holder | $852 | $543+56.8% | $6,101-86.0% | $847+0.6% |