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 | $152,254 | $73,787+106.3% | $98,716+54.2% | $82,448+84.7% |
| Participation rate | 62.3% | 61.4%+0.9pp | 69.3%-7.0pp | 68.1%-5.7pp |
| Annual return | 14.46% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,496 | $1,511+65.2% | $2,279+9.6% | $2,551-2.1% |
| Participant deferral / active EE | $4,603 | $3,081+49.4% | $4,048+13.7% | $4,139+11.2% |
| Admin fee / account holder | $22,323 | $6,500+243.4% | $8,703+156.5% | $7,234+208.6% |