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 | $159,548 | $86,929+83.5% | $102,423+55.8% | $80,856+97.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 15.29% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,716 | $2,369-27.6% | $3,023-43.3% | $2,755-37.7% |
| Participant deferral / active EE | $5,694 | $4,118+38.3% | $5,053+12.7% | $4,296+32.5% |
| Admin fee / account holder | $1,002 | $8,049-87.6% | $9,451-89.4% | $6,918-85.5% |