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 | $144,366 | $64,480+123.9% | $81,382+77.4% | $80,856+78.5% |
| Participation rate | 69.8% | 63.9%+5.9pp | 69.5%+0.3pp | 67.6%+2.2pp |
| Annual return | 11.46% | 16.34%-4.9pp | 24.73%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,615 | $1,978+32.2% | $2,463+6.2% | $2,755-5.1% |
| Participant deferral / active EE | $5,587 | $3,094+80.6% | $3,883+43.9% | $4,296+30.1% |
| Admin fee / account holder | $19,061 | $5,671+236.1% | $5,768+230.4% | $6,918+175.5% |