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 | $139,374 | $86,286+61.5% | $111,297+25.2% | $85,850+62.3% |
| Participation rate | 47.5% | 73.3%-25.8pp | 77.3%-29.8pp | 69.3%-21.8pp |
| Annual return | 15.03% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,649 | $2,043-19.3% | $2,731-39.6% | $2,565-35.7% |
| Participant deferral / active EE | $4,109 | $3,641+12.9% | $4,487-8.4% | $3,952+4.0% |
| Admin fee / account holder | $9,888 | $8,188+20.8% | $7,964+24.2% | $6,260+58.0% |