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 | $110,947 | $58,512+89.6% | $84,015+32.1% | $72,985+52.0% |
| Participation rate | 68.3% | 61.2%+7.0pp | 69.0%-0.8pp | 69.5%-1.2pp |
| Annual return | 24.97% | 28.93%-4.0pp | 71.31%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,301 | $1,163+97.9% | $1,983+16.0% | $2,440-5.7% |
| Participant deferral / active EE | $4,645 | $2,394+94.1% | $3,239+43.4% | $3,607+28.8% |
| Admin fee / account holder | $3,628 | $4,569-20.6% | $6,101-40.5% | $5,124-29.2% |