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 | $159,466 | $60,022+165.7% | $88,946+79.3% | $84,808+88.0% |
| Participation rate | 57.7% | 57.8%-0.1pp | 68.8%-11.2pp | 68.3%-10.6pp |
| Annual return | 15.69% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,171 | $1,703+86.2% | $2,555+24.1% | $2,631+20.5% |
| Participant deferral / active EE | $5,144 | $3,114+65.2% | $4,581+12.3% | $4,212+22.1% |
| Admin fee / account holder | $18,775 | $4,811+290.2% | $8,261+127.3% | $7,344+155.7% |