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 | $169,614 | $81,460+108.2% | $103,333+64.1% | $80,856+109.8% |
| Participation rate | 56.1% | 66.8%-10.7pp | 74.5%-18.4pp | 67.6%-11.5pp |
| Annual return | 21.24% | 25.55%-4.3pp | 24.88%-3.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,502 | $3,105-51.6% | $3,868-61.2% | $2,755-45.5% |
| Participant deferral / active EE | $4,870 | $3,869+25.9% | $5,057-3.7% | $4,296+13.4% |
| Admin fee / account holder | $9,257 | $6,566+41.0% | $8,355+10.8% | $6,918+33.8% |