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 | $161,151 | $76,670+110.2% | $96,683+66.7% | $71,457+125.5% |
| Participation rate | 26.0% | 66.6%-40.6pp | 74.3%-48.4pp | 67.9%-41.9pp |
| Annual return | 30.47% | 48.29%-17.8pp | 35.69%-5.2pp | 28.85%+1.6pp |
| Employer contribution / active EE | $1,163 | $3,031-61.7% | $3,737-68.9% | $2,588-55.1% |
| Participant deferral / active EE | $3,141 | $3,771-16.7% | $4,878-35.6% | $4,289-26.8% |
| Admin fee / account holder | $15,200 | $2,028+649.4% | $6,730+125.9% | $1,587+857.6% |