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 | $162,217 | $106,749+52.0% | $145,433+11.5% | $82,448+96.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 18.42% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $699 | $3,444-79.7% | $4,554-84.6% | $2,551-72.6% |
| Participant deferral / active EE | $7,213 | $6,519+10.7% | $7,897-8.7% | $4,139+74.3% |
| Admin fee / account holder | $2,205 | $8,390-73.7% | $13,129-83.2% | $7,234-69.5% |