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 | $155,087 | $108,172+43.4% | $77,482+100.2% | $158,922-2.4% |
| Participation rate | 13.0% | 64.4%-51.4pp | 54.2%-41.1pp | 82.0%-68.9pp |
| Annual return | 15.34% | 31.67%-16.3pp | 54.79%-39.4pp | 302.83%-287.5pp |
| Employer contribution / active EE | $391 | $1,325-70.5% | $986-60.4% | $4,761-91.8% |
| Participant deferral / active EE | $2,330 | $2,456-5.1% | $1,861+25.2% | $5,982-61.0% |
| Admin fee / account holder | $1,230 | $3,708-66.8% | $2,858-57.0% | $11,246-89.1% |