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 | $163,633 | $78,422+108.7% | $95,952+70.5% | $79,858+104.9% |
| Participation rate | 62.7% | 73.5%-10.8pp | 77.1%-14.4pp | 69.6%-6.9pp |
| Annual return | 17.91% | 19.37%-1.5pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,185 | $1,945+12.3% | $2,541-14.0% | $2,471-11.6% |
| Participant deferral / active EE | $4,159 | $3,440+20.9% | $4,167-0.2% | $3,740+11.2% |
| Admin fee / account holder | $7,941 | $5,622+41.2% | $6,795+16.9% | $5,306+49.6% |