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 | $158,241 | $55,706+184.1% | $75,886+108.5% | $72,985+116.8% |
| Participation rate | 45.7% | 61.1%-15.5pp | 69.3%-23.6pp | 69.5%-23.8pp |
| Annual return | 26.42% | 27.59%-1.2pp | 30.76%-4.3pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,110 | $1,687+25.1% | $2,500-15.6% | $2,440-13.5% |
| Participant deferral / active EE | $5,106 | $2,634+93.9% | $3,603+41.7% | $3,607+41.5% |
| Admin fee / account holder | $9,633 | $3,978+142.1% | $5,418+77.8% | $5,124+88.0% |