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 | $177,061 | $118,450+49.5% | $98,439+79.9% | $139,434+27.0% |
| Participation rate | 68.2% | 77.4%-9.3pp | 75.2%-7.0pp | 80.3%-12.1pp |
| Annual return | 17.65% | 18.94%-1.3pp | 21.16%-3.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,064 | $3,609-15.1% | $3,048+0.5% | $4,751-35.5% |
| Participant deferral / active EE | $8,494 | $5,392+57.5% | $4,738+79.3% | $6,710+26.6% |
| Admin fee / account holder | $998 | $14,026-92.9% | $8,948-88.8% | $11,403-91.2% |