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 | $179,961 | $81,460+120.9% | $103,333+74.2% | $80,856+122.6% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.6%+0.7pp |
| Annual return | 11.33% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,197 | $3,105-61.5% | $3,868-69.1% | $2,755-56.6% |
| Participant deferral / active EE | $8,003 | $3,869+106.9% | $5,057+58.2% | $4,296+86.3% |
| Admin fee / account holder | $30,699 | $6,566+367.5% | $8,355+267.5% | $6,918+343.8% |