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 | $172,263 | $76,407+125.5% | $150,298+14.6% | $82,448+108.9% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 15.32% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,722 | $2,614+42.4% | $4,154-10.4% | $2,551+45.9% |
| Participant deferral / active EE | $6,264 | $3,214+94.9% | $5,453+14.9% | $4,139+51.3% |
| Admin fee / account holder | $14,638 | $6,352+130.4% | $14,116+3.7% | $7,234+102.3% |