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 3-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 | $211,723 | $86,929+143.6% | $102,423+106.7% | $80,856+161.8% |
| Participation rate | 48.8% | 72.4%-23.5pp | 76.5%-27.7pp | 67.6%-18.8pp |
| Annual return | 13.39% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $945 | $2,369-60.1% | $3,023-68.8% | $2,755-65.7% |
| Participant deferral / active EE | $5,404 | $4,118+31.2% | $5,053+7.0% | $4,296+25.8% |
| Admin fee / account holder | $38,508 | $8,049+378.4% | $9,451+307.5% | $6,918+456.6% |