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 | $183,114 | $89,753+104.0% | $107,525+70.3% | $84,808+115.9% |
| Participation rate | 68.6% | 68.1%+0.5pp | 75.1%-6.5pp | 68.3%+0.3pp |
| Annual return | 14.00% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,146 | $3,113-31.1% | $3,754-42.8% | $2,631-18.5% |
| Participant deferral / active EE | $2,599 | $4,056-35.9% | $5,116-49.2% | $4,212-38.3% |
| Admin fee / account holder | $2,825 | $7,222-60.9% | $8,919-68.3% | $7,344-61.5% |