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 | $177,475 | $72,277+145.5% | $101,248+75.3% | $79,858+122.2% |
| Participation rate | 52.7% | 68.5%-15.7pp | 75.8%-23.1pp | 69.6%-16.9pp |
| Annual return | 18.33% | 22.30%-4.0pp | 46.47%-28.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,200 | $2,692-55.4% | $3,660-67.2% | $2,471-51.4% |
| Participant deferral / active EE | $4,798 | $3,282+46.2% | $4,370+9.8% | $3,740+28.3% |
| Admin fee / account holder | $6,317 | $4,400+43.6% | $5,945+6.3% | $5,306+19.1% |