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 | $147,617 | $70,428+109.6% | $96,562+52.9% | $85,850+71.9% |
| Participation rate | 63.8% | 61.8%+2.0pp | 69.8%-6.0pp | 69.3%-5.5pp |
| Annual return | 14.89% | 18.59%-3.7pp | 37.78%-22.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,072 | $1,413+46.6% | $2,356-12.1% | $2,565-19.2% |
| Participant deferral / active EE | $4,498 | $2,894+55.4% | $3,849+16.9% | $3,952+13.8% |
| Admin fee / account holder | $2,533 | $4,997-49.3% | $6,181-59.0% | $6,260-59.5% |