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 | $138,672 | $72,277+91.9% | $101,248+37.0% | $79,858+73.6% |
| Participation rate | 69.4% | 68.5%+1.0pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 13.46% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,284 | $2,692-52.3% | $3,660-64.9% | $2,471-48.0% |
| Participant deferral / active EE | $4,814 | $3,282+46.7% | $4,370+10.1% | $3,740+28.7% |
| Admin fee / account holder | $3,653 | $4,400-17.0% | $5,945-38.6% | $5,306-31.2% |