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 | $165,316 | $52,580+214.4% | $71,671+130.7% | $70,131+135.7% |
| Participation rate | 61.7% | 60.9%+0.8pp | 68.7%-7.0pp | 69.5%-7.8pp |
| Annual return | 15.67% | 20.25%-4.6pp | 20.65%-5.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,289 | $1,616+41.7% | $2,460-6.9% | $2,342-2.3% |
| Participant deferral / active EE | $4,630 | $2,386+94.0% | $3,438+34.7% | $3,332+39.0% |
| Admin fee / account holder | $7,117 | $3,653+94.8% | $5,558+28.0% | $4,645+53.2% |