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 | $160,764 | $90,503+77.6% | $78,689+104.3% | $273,961-41.3% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 10.54% | 75.60%-65.1pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,100 | $3,176-33.9% | $2,851-26.3% | $4,869-56.9% |
| Participant deferral / active EE | $5,448 | $3,901+39.6% | $3,517+54.9% | $5,287+3.0% |
| Admin fee / account holder | $3,569 | $5,263-32.2% | $4,510-20.9% | $10,132-64.8% |