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 | $169,137 | $80,705+109.6% | $115,768+46.1% | $67,986+148.8% |
| Participation rate | 48.1% | 63.0%-14.8pp | 74.4%-26.2pp | 57.2%-9.1pp |
| Annual return | 16.32% | 18.49%-2.2pp | 100.46%-84.1pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,595 | $2,046-22.1% | $2,940-45.8% | $2,019-21.0% |
| Participant deferral / active EE | $3,500 | $3,559-1.6% | $4,917-28.8% | $3,358+4.2% |
| Admin fee / account holder | $522 | $4,135-87.4% | $12,439-95.8% | $3,203-83.7% |