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 | $167,793 | $57,541+191.6% | $95,745+75.3% | $75,163+123.2% |
| Participation rate | 63.6% | 62.5%+1.1pp | 72.3%-8.6pp | 67.2%-3.6pp |
| Annual return | 17.04% | 34.93%-17.9pp | 28.35%-11.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $835 | $1,808-53.8% | $2,835-70.5% | $2,670-68.7% |
| Participant deferral / active EE | $3,567 | $3,074+16.0% | $4,245-16.0% | $4,125-13.5% |
| Admin fee / account holder | $4,411 | $4,099+7.6% | $5,678-22.3% | $5,651-21.9% |