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 | $203,885 | $86,286+136.3% | $111,297+83.2% | $85,850+137.5% |
| Participation rate | 63.3% | 73.3%-10.0pp | 77.3%-14.0pp | 69.3%-6.0pp |
| Annual return | 23.89% | 19.99%+3.9pp | 54.65%-30.8pp | 318.53%-294.6pp |
| Employer contribution / active EE | $1,287 | $2,043-37.0% | $2,731-52.9% | $2,565-49.8% |
| Participant deferral / active EE | $2,975 | $3,641-18.3% | $4,487-33.7% | $3,952-24.7% |
| Admin fee / account holder | $10,239 | $8,188+25.1% | $7,964+28.6% | $6,260+63.6% |