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 | $138,748 | $60,892+127.9% | $82,389+68.4% | $84,808+63.6% |
| Participation rate | 63.6% | 63.3%+0.4pp | 69.5%-5.9pp | 68.3%-4.7pp |
| Annual return | 17.16% | 37.29%-20.1pp | 28.67%-11.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,546 | $1,779+155.5% | $2,517+80.6% | $2,631+72.8% |
| Participant deferral / active EE | $9,797 | $3,179+208.2% | $4,155+135.8% | $4,212+132.6% |
| Admin fee / account holder | $4,167 | $5,467-23.8% | $7,231-42.4% | $7,344-43.3% |