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 | $146,151 | $84,556+72.8% | $116,228+25.7% | $74,304+96.7% |
| Participation rate | 63.2% | 66.0%-2.8pp | 74.6%-11.3pp | 60.3%+2.9pp |
| Annual return | 18.72% | 18.35%+0.4pp | 90.06%-71.3pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,668 | $2,168-23.0% | $2,994-44.3% | $2,241-25.6% |
| Participant deferral / active EE | $3,678 | $3,814-3.6% | $4,953-25.8% | $3,767-2.4% |
| Admin fee / account holder | $2,234 | $3,792-41.1% | $11,989-81.4% | $2,969-24.8% |