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 | $165,378 | $89,753+84.3% | $107,525+53.8% | $84,808+95.0% |
| Participation rate | 60.6% | 68.1%-7.5pp | 75.1%-14.5pp | 68.3%-7.7pp |
| Annual return | 14.99% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,613 | $3,113-16.1% | $3,754-30.4% | $2,631-0.7% |
| Participant deferral / active EE | $6,261 | $4,056+54.3% | $5,116+22.4% | $4,212+48.7% |
| Admin fee / account holder | $7,133 | $7,222-1.2% | $8,919-20.0% | $7,344-2.9% |