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 | $175,957 | $81,460+116.0% | $103,333+70.3% | $80,856+117.6% |
| Participation rate | 58.9% | 66.8%-7.9pp | 74.5%-15.6pp | 67.6%-8.7pp |
| Annual return | 13.76% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,888 | $3,105-7.0% | $3,868-25.3% | $2,755+4.8% |
| Participant deferral / active EE | $6,681 | $3,869+72.7% | $5,057+32.1% | $4,296+55.5% |
| Admin fee / account holder | $12,982 | $6,566+97.7% | $8,355+55.4% | $6,918+87.7% |