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 | $158,340 | $68,719+130.4% | $91,541+73.0% | $84,808+86.7% |
| Participation rate | 69.2% | 64.5%+4.7pp | 69.8%-0.5pp | 68.3%+0.9pp |
| Annual return | 14.75% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,559 | $1,920+33.3% | $2,505+2.2% | $2,631-2.7% |
| Participant deferral / active EE | $5,450 | $3,136+73.8% | $4,008+36.0% | $4,212+29.4% |
| Admin fee / account holder | $15,825 | $5,786+173.5% | $6,956+127.5% | $7,344+115.5% |