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 | $174,217 | $70,669+146.5% | $169,368+2.9% | $75,163+131.8% |
| Participation rate | 68.3% | 64.8%+3.5pp | 77.1%-8.9pp | 67.2%+1.1pp |
| Annual return | 15.76% | 36.36%-20.6pp | 405.60%-389.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $533 | $2,211-75.9% | $4,013-86.7% | $2,670-80.0% |
| Participant deferral / active EE | $7,161 | $4,311+66.1% | $6,221+15.1% | $4,125+73.6% |
| Admin fee / account holder | $3,614 | $5,402-33.1% | $9,003-59.9% | $5,651-36.0% |