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 | $175,655 | $95,453+84.0% | $112,040+56.8% | $82,448+113.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 13.70% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,992 | $2,318-14.1% | $2,954-32.6% | $2,551-21.9% |
| Participant deferral / active EE | $7,110 | $4,224+68.3% | $5,098+39.5% | $4,139+71.8% |
| Admin fee / account holder | $5,400 | $9,013-40.1% | $12,098-55.4% | $7,234-25.4% |