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 | $144,494 | $71,057+103.3% | $93,654+54.3% | $80,874+78.7% |
| Participation rate | 66.3% | 60.4%+5.8pp | 68.7%-2.5pp | 67.6%-1.4pp |
| Annual return | 18.58% | 11.26%+7.3pp | 133.34%-114.8pp | 35.62%-17.0pp |
| Employer contribution / active EE | $2,797 | $1,564+78.9% | $2,421+15.5% | $2,756+1.5% |
| Participant deferral / active EE | $6,520 | $4,034+61.6% | $4,413+47.7% | $4,297+51.7% |
| Admin fee / account holder | $19,078 | $6,944+174.7% | $8,282+130.3% | $6,935+175.1% |