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 | $115,358 | $72,277+59.6% | $101,248+13.9% | $79,858+44.5% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 20.66% | 22.30%-1.6pp | 46.47%-25.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,300 | $2,692-14.5% | $3,660-37.1% | $2,471-6.9% |
| Participant deferral / active EE | $4,664 | $3,282+42.1% | $4,370+6.7% | $3,740+24.7% |
| Admin fee / account holder | $304 | $4,400-93.1% | $5,945-94.9% | $5,306-94.3% |