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 | $123,339 | $60,892+102.6% | $82,389+49.7% | $84,808+45.4% |
| Participation rate | 63.0% | 63.3%-0.3pp | 69.5%-6.6pp | 68.3%-5.3pp |
| Annual return | 16.88% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,081 | $1,779+17.0% | $2,517-17.3% | $2,631-20.9% |
| Participant deferral / active EE | $6,116 | $3,179+92.4% | $4,155+47.2% | $4,212+45.2% |
| Admin fee / account holder | $11,417 | $5,467+108.8% | $7,231+57.9% | $7,344+55.5% |