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 | $156,661 | $60,022+161.0% | $88,946+76.1% | $84,808+84.7% |
| Participation rate | 60.7% | 57.8%+2.9pp | 68.8%-8.1pp | 68.3%-7.6pp |
| Annual return | 14.59% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,257 | $1,703+32.5% | $2,555-11.7% | $2,631-14.2% |
| Participant deferral / active EE | $3,832 | $3,114+23.1% | $4,581-16.4% | $4,212-9.0% |
| Admin fee / account holder | $26,955 | $4,811+460.3% | $8,261+226.3% | $7,344+267.0% |