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 | $151,914 | $107,452+41.4% | $91,541+66.0% | $142,382+6.7% |
| Participation rate | 63.2% | 75.1%-11.9pp | 69.8%-6.6pp | 80.1%-17.0pp |
| Annual return | 28.09% | 22.06%+6.0pp | 20.50%+7.6pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,509 | $2,994-16.2% | $2,505+0.2% | $4,299-41.6% |
| Participant deferral / active EE | $11,213 | $4,754+135.9% | $4,008+179.8% | $6,507+72.3% |
| Admin fee / account holder | $24,689 | $8,834+179.5% | $6,956+254.9% | $12,624+95.6% |